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 | $59,607 | $101,724-41.4% | $164,813-63.8% | $80,856-26.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.36% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,965 | $2,953+34.2% | $4,341-8.7% | $2,755+43.9% |
| Participant deferral / active EE | $6,709 | $4,477+49.8% | $6,031+11.2% | $4,296+56.2% |
| Admin fee / account holder | $9,832 | $8,227+19.5% | $12,690-22.5% | $6,918+42.1% |