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 | $80,526 | $85,202-5.5% | $172,739-53.4% | $72,985+10.3% |
| Participation rate | 83.6% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.2pp |
| Annual return | 21.85% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,269 | $3,324-61.8% | $5,143-75.3% | $2,440-48.0% |
| Participant deferral / active EE | $4,250 | $3,260+30.4% | $5,198-18.2% | $3,607+17.8% |
| Admin fee / account holder | $777 | $5,884-86.8% | $13,954-94.4% | $5,124-84.8% |