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 | $146,438 | $104,486+40.2% | $76,817+90.6% | $152,861-4.2% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.4%-4.7pp |
| Annual return | 13.69% | 1013.37%-999.7pp | 1166.11%-1152.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,572 | $3,116-17.5% | $2,302+11.7% | $4,762-46.0% |
| Participant deferral / active EE | $4,479 | $4,236+5.8% | $3,336+34.3% | $5,850-23.4% |
| Admin fee / account holder | $2,424 | $12,275-80.3% | $6,420-62.2% | $11,596-79.1% |