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 | $88,449 | $65,395+35.3% | $182,532-51.5% | $72,985+21.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 69.71% | 27.68%+42.0pp | 148.54%-78.8pp | 81.00%-11.3pp |
| Employer contribution / active EE | $1,473 | $1,911-22.9% | $4,076-63.9% | $2,440-39.6% |
| Participant deferral / active EE | $4,392 | $3,563+23.3% | $5,524-20.5% | $3,607+21.7% |
| Admin fee / account holder | $2,223 | $4,245-47.6% | $8,592-74.1% | $5,124-56.6% |