See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,503 | $105,181+84.9% | $159,436+22.0% | $85,850+126.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 12.99% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,705 | $3,318-48.6% | $4,829-64.7% | $2,565-33.5% |
| Participant deferral / active EE | $12,370 | $5,945+108.1% | $7,352+68.3% | $3,952+213.0% |
| Admin fee / account holder | $652 | $6,933-90.6% | $10,799-94.0% | $6,260-89.6% |