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 | $67,182 | $77,145-12.9% | $108,410-38.0% | $85,850-21.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 80.1%-0.8pp | 69.3%+10.0pp |
| Annual return | 13.61% | 44.54%-30.9pp | 905.27%-891.7pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,195 | $2,379-7.7% | $3,558-38.3% | $2,565-14.4% |
| Participant deferral / active EE | $4,378 | $5,566-21.3% | $6,563-33.3% | $3,952+10.8% |
| Admin fee / account holder | $1,538 | $5,172-70.3% | $7,295-78.9% | $6,260-75.4% |