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 7-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 | $94,424 | $105,181-10.2% | $159,436-40.8% | $85,850+10.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 18.48% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.0pp |
| Employer contribution / active EE | $4,394 | $3,318+32.4% | $4,829-9.0% | $2,565+71.3% |
| Participant deferral / active EE | $11,372 | $5,945+91.3% | $7,352+54.7% | $3,952+187.8% |
| Admin fee / account holder | $16,247 | $6,933+134.3% | $10,799+50.5% | $6,260+159.5% |