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 | $111,169 | $83,902+32.5% | $167,512-33.6% | $84,808+31.1% |
| Participation rate | 83.9% | 66.5%+17.4pp | 77.1%+6.8pp | 68.3%+15.6pp |
| Annual return | 17.88% | 91.55%-73.7pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,052 | $2,264+79.0% | $3,882+4.4% | $2,631+54.0% |
| Participant deferral / active EE | $9,098 | $4,442+104.8% | $6,405+42.1% | $4,212+116.0% |
| Admin fee / account holder | $3,127 | $7,915-60.5% | $9,769-68.0% | $7,344-57.4% |