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 | $58,689 | $45,035+30.3% | $62,995-6.8% | $70,131-16.3% |
| Participation rate | 80.0% | 69.5%+10.5pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 12.03% | 18.76%-6.7pp | 87.57%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,562 | $2,051+73.6% | $2,759+29.1% | $2,342+52.0% |
| Participant deferral / active EE | $2,102 | $2,465-14.7% | $3,329-36.9% | $3,332-36.9% |
| Admin fee / account holder | $2,034 | $2,834-28.2% | $3,600-43.5% | $4,645-56.2% |