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 | $98,894 | $60,124+64.5% | $90,404+9.4% | $79,858+23.8% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 18.46% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,604 | $2,068-22.4% | $3,262-50.8% | $2,471-35.1% |
| Participant deferral / active EE | $2,740 | $2,938-6.8% | $3,963-30.9% | $3,740-26.8% |
| Admin fee / account holder | $5,243 | $3,976+31.8% | $5,611-6.6% | $5,306-1.2% |