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 | $59,970 | $99,020-39.4% | $86,590-30.7% | $147,584-59.4% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 16.17% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $5,232 | $3,132+67.1% | $2,839+84.3% | $4,876+7.3% |
| Participant deferral / active EE | $10,203 | $3,972+156.9% | $3,609+182.7% | $5,439+87.6% |
| Admin fee / account holder | $6,128 | $5,710+7.3% | $4,906+24.9% | $10,885-43.7% |