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 | $65,788 | $104,907-37.3% | $84,611-22.2% | $152,861-57.0% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.4%-6.3pp |
| Annual return | 28.72% | 373.79%-345.1pp | 258.74%-230.0pp | 345.32%-316.6pp |
| Employer contribution / active EE | $3,643 | $3,302+10.3% | $2,652+37.3% | $4,762-23.5% |
| Participant deferral / active EE | $4,660 | $4,688-0.6% | $3,899+19.5% | $5,850-20.3% |
| Admin fee / account holder | $1,914 | $6,241-69.3% | $4,912-61.0% | $11,596-83.5% |