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 | $93,004 | $85,202+9.2% | $172,739-46.2% | $72,985+27.4% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 27.83% | 27.32%+0.5pp | 802.84%-775.0pp | 81.00%-53.2pp |
| Employer contribution / active EE | $5,389 | $3,324+62.1% | $5,143+4.8% | $2,440+120.9% |
| Participant deferral / active EE | $4,825 | $3,260+48.0% | $5,198-7.2% | $3,607+33.8% |
| Admin fee / account holder | $1,533 | $5,884-73.9% | $13,954-89.0% | $5,124-70.1% |