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 | $88,005 | $65,409+34.5% | $98,442-10.6% | $85,850+2.5% |
| Participation rate | 93.7% | 65.0%+28.7pp | 73.3%+20.3pp | 69.3%+24.4pp |
| Annual return | 21.79% | 21.76%0pp | 1492.73%-1470.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $2,694 | $2,168+24.3% | $2,960-9.0% | $2,565+5.0% |
| Participant deferral / active EE | $7,383 | $3,166+133.2% | $4,276+72.7% | $3,952+86.8% |
| Admin fee / account holder | $11,589 | $4,593+152.3% | $5,949+94.8% | $6,260+85.1% |