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 | $56,610 | $63,861-11.4% | $104,607-45.9% | $79,858-29.1% |
| Participation rate | 90.3% | 64.9%+25.4pp | 74.1%+16.2pp | 69.6%+20.7pp |
| Annual return | 14.07% | 21.30%-7.2pp | 340.46%-326.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,764 | $1,588+11.1% | $2,681-34.2% | $2,471-28.6% |
| Participant deferral / active EE | $3,634 | $2,693+34.9% | $3,740-2.8% | $3,740-2.8% |
| Admin fee / account holder | $1,184 | $4,185-71.7% | $6,473-81.7% | $5,306-77.7% |