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 | $75,050 | $78,422-4.3% | $95,952-21.8% | $79,858-6.0% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 16.72% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,899 | $1,945+151.9% | $2,541+92.8% | $2,471+98.3% |
| Participant deferral / active EE | $5,395 | $3,440+56.8% | $4,167+29.5% | $3,740+44.3% |
| Admin fee / account holder | $1,098 | $5,622-80.5% | $6,795-83.8% | $5,306-79.3% |