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 | $47,740 | $102,317-53.3% | $146,958-67.5% | $80,856-41.0% |
| Participation rate | 76.3% | 75.8%+0.4pp | 82.2%-5.9pp | 67.6%+8.6pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,743 | $3,713-26.1% | $4,933-44.4% | $2,755-0.4% |
| Participant deferral / active EE | $4,669 | $6,644-29.7% | $8,070-42.1% | $4,296+8.7% |
| Admin fee / account holder | $4,168 | $7,941-47.5% | $12,998-67.9% | $6,918-39.8% |