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 | $76,234 | $81,632-6.6% | $70,449+8.2% | $158,922-52.0% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.3pp | 82.0%+10.3pp |
| Annual return | 21.17% | 208.40%-187.2pp | 109.03%-87.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,056 | $3,217-67.2% | $2,737-61.4% | $4,761-77.8% |
| Participant deferral / active EE | $2,887 | $4,554-36.6% | $3,709-22.1% | $5,982-51.7% |
| Admin fee / account holder | $4,109 | $6,193-33.6% | $3,845+6.9% | $11,246-63.5% |