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 | $53,631 | $95,416-43.8% | $185,823-71.1% | $85,850-37.5% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 15.39% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,224 | $3,314-2.7% | $5,167-37.6% | $2,565+25.7% |
| Participant deferral / active EE | $3,642 | $3,423+6.4% | $5,568-34.6% | $3,952-7.8% |
| Admin fee / account holder | $2,251 | $7,213-68.8% | $16,237-86.1% | $6,260-64.0% |