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 | $90,652 | $89,355+1.5% | $141,162-35.8% | $72,985+24.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.81% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,466 | $3,114-52.9% | $4,735-69.0% | $2,440-39.9% |
| Participant deferral / active EE | $8,439 | $5,418+55.8% | $6,709+25.8% | $3,607+133.9% |
| Admin fee / account holder | $7,853 | $5,958+31.8% | $10,261-23.5% | $5,124+53.3% |