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 | $90,251 | $89,355+1.0% | $141,162-36.1% | $72,985+23.7% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 21.10% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,413 | $3,114+73.8% | $4,735+14.3% | $2,440+121.9% |
| Participant deferral / active EE | $8,319 | $5,418+53.5% | $6,709+24.0% | $3,607+130.6% |
| Admin fee / account holder | $633 | $5,958-89.4% | $10,261-93.8% | $5,124-87.6% |