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 | $93,399 | $96,635-3.3% | $86,612+7.8% | $139,434-33.0% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 21.15% | 106.41%-85.3pp | 591.07%-569.9pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,595 | $3,263+10.2% | $3,022+19.0% | $4,751-24.3% |
| Participant deferral / active EE | $6,246 | $4,836+29.2% | $4,438+40.8% | $6,710-6.9% |
| Admin fee / account holder | $10,498 | $6,408+63.8% | $5,614+87.0% | $11,403-7.9% |