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 | $110,022 | $85,766+28.3% | $136,294-19.3% | $70,131+56.9% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 14.24% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,856 | $2,966-3.7% | $4,695-39.2% | $2,342+21.9% |
| Participant deferral / active EE | $7,449 | $5,051+47.5% | $6,247+19.2% | $3,332+123.6% |
| Admin fee / account holder | $57,350 | $5,420+958.0% | $9,243+520.4% | $4,645+1134.6% |