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 | $99,414 | $81,248+22.4% | $155,509-36.1% | $80,856+23.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.95% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,206 | $3,100+35.7% | $4,672-10.0% | $2,755+52.7% |
| Participant deferral / active EE | $3,281 | $3,452-5.0% | $5,626-41.7% | $4,296-23.6% |
| Admin fee / account holder | $779 | $7,997-90.3% | $15,912-95.1% | $6,918-88.7% |