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 | $95,218 | $105,181-9.5% | $159,436-40.3% | $85,850+10.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.19% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,187 | $3,318-4.0% | $4,829-34.0% | $2,565+24.2% |
| Participant deferral / active EE | $9,753 | $5,945+64.1% | $7,352+32.7% | $3,952+146.8% |
| Admin fee / account holder | $7,289 | $6,933+5.1% | $10,799-32.5% | $6,260+16.4% |