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 | $55,492 | $54,705+1.4% | $71,209-22.1% | $84,808-34.6% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 16.08% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,064 | $2,158+42.0% | $2,721+12.6% | $2,631+16.5% |
| Participant deferral / active EE | $3,865 | $3,030+27.5% | $4,175-7.4% | $4,212-8.2% |
| Admin fee / account holder | $2,623 | $4,863-46.1% | $5,349-51.0% | $7,344-64.3% |