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 | $34,596 | $70,606-51.0% | $53,898-35.8% | $142,382-75.7% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 16.89% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,576 | $1,202+197.5% | $932+283.6% | $4,299-16.8% |
| Participant deferral / active EE | $8,512 | $2,364+260.1% | $1,826+366.1% | $6,507+30.8% |
| Admin fee / account holder | $10,704 | $2,852+275.4% | $2,491+329.8% | $12,624-15.2% |