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 | $65,808 | $71,050-7.4% | $93,606-29.7% | $80,856-18.6% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.6%+23.5pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,321 | $1,564+48.4% | $2,420-4.1% | $2,755-15.7% |
| Participant deferral / active EE | $3,187 | $4,034-21.0% | $4,411-27.8% | $4,296-25.8% |
| Admin fee / account holder | $42,450 | $6,945+511.3% | $8,285+412.4% | $6,918+513.6% |