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 | $108,773 | $54,705+98.8% | $71,209+52.8% | $84,808+28.3% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 18.87% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,864 | $2,158+79.1% | $2,721+42.0% | $2,631+46.9% |
| Participant deferral / active EE | $8,560 | $3,030+182.5% | $4,175+105.0% | $4,212+103.3% |
| Admin fee / account holder | $2,572 | $4,863-47.1% | $5,349-51.9% | $7,344-65.0% |