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 | $62,460 | $86,286-27.6% | $111,297-43.9% | $85,850-27.2% |
| Participation rate | 97.1% | 73.3%+23.8pp | 77.3%+19.8pp | 69.3%+27.8pp |
| Annual return | 13.54% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,500 | $2,043+22.3% | $2,731-8.5% | $2,565-2.6% |
| Participant deferral / active EE | $2,267 | $3,641-37.7% | $4,487-49.5% | $3,952-42.6% |
| Admin fee / account holder | $684 | $8,188-91.6% | $7,964-91.4% | $6,260-89.1% |