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 | $131,685 | $82,032+60.5% | $123,104+7.0% | $59,632+120.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.77% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $8,342 | $3,297+153.0% | $5,151+61.9% | $2,203+278.7% |
| Participant deferral / active EE | $12,598 | $4,667+170.0% | $6,230+102.2% | $3,192+294.7% |
| Admin fee / account holder | $1,941 | $5,881-67.0% | $9,015-78.5% | $4,297-54.8% |