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 | $96,321 | $100,041-3.7% | $149,718-35.7% | $70,131+37.3% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 18.96% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $5,238 | $3,662+43.1% | $5,445-3.8% | $2,342+123.6% |
| Participant deferral / active EE | $5,468 | $4,983+9.7% | $6,569-16.8% | $3,332+64.1% |
| Admin fee / account holder | $1,261 | $8,286-84.8% | $11,283-88.8% | $4,645-72.9% |