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 | $86,493 | $78,672+9.9% | $109,143-20.8% | $85,850+0.7% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 15.48% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,199 | $2,735-19.6% | $3,722-40.9% | $2,565-14.3% |
| Participant deferral / active EE | $4,388 | $3,467+26.5% | $4,653-5.7% | $3,952+11.0% |
| Admin fee / account holder | $911 | $5,469-83.3% | $6,752-86.5% | $6,260-85.4% |