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 | $110,859 | $75,828+46.2% | $147,614-24.9% | $59,632+85.9% |
| Participation rate | 70.7% | 71.6%-0.9pp | 84.6%-13.9pp | 68.7%+2.0pp |
| Annual return | 1.27% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $4,459 | $3,485+28.0% | $5,564-19.9% | $2,203+102.5% |
| Participant deferral / active EE | $3,538 | $3,130+13.0% | $4,895-27.7% | $3,192+10.9% |
| Admin fee / account holder | $4,813 | $5,985-19.6% | $11,611-58.6% | $4,297+12.0% |