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 | $57,361 | $102,317-43.9% | $146,958-61.0% | $80,856-29.1% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 13.37% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,351 | $3,713+17.2% | $4,933-11.8% | $2,755+57.9% |
| Participant deferral / active EE | $8,661 | $6,644+30.4% | $8,070+7.3% | $4,296+101.6% |
| Admin fee / account holder | $6,517 | $7,941-17.9% | $12,998-49.9% | $6,918-5.8% |