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 | $86,594 | $111,724-22.5% | $93,606-7.5% | $145,922-40.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 14.52% | 202.98%-188.5pp | 133.20%-118.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,823 | $3,090-41.0% | $2,420-24.6% | $4,660-60.9% |
| Participant deferral / active EE | $2,514 | $4,912-48.8% | $4,411-43.0% | $6,688-62.4% |
| Admin fee / account holder | $1,340 | $10,250-86.9% | $8,285-83.8% | $13,397-90.0% |