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 | $67,409 | $65,409+3.1% | $98,442-31.5% | $85,850-21.5% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.3%+12.5pp |
| Annual return | 12.09% | 21.76%-9.7pp | 1492.73%-1480.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,487 | $3,166+104.9% | $4,276+51.7% | $3,952+64.1% |
| Admin fee / account holder | $2,775 | $4,593-39.6% | $5,949-53.3% | $6,260-55.7% |