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 | $63,242 | $62,573+1.1% | $85,682-26.2% | $85,850-26.3% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.9%+16.3pp | 69.3%+16.9pp |
| Annual return | 13.44% | 23.77%-10.3pp | 21.49%-8.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,412 | $1,757+37.3% | $2,618-7.9% | $2,565-6.0% |
| Participant deferral / active EE | $6,171 | $2,802+120.2% | $3,923+57.3% | $3,952+56.2% |
| Admin fee / account holder | $38,986 | $4,640+740.2% | $6,873+467.2% | $6,260+522.8% |