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 | $65,183 | $58,927+10.6% | $76,817-15.1% | $72,985-10.7% |
| Participation rate | 81.4% | 67.3%+14.1pp | 72.1%+9.3pp | 69.5%+11.9pp |
| Annual return | 18.60% | 2305.64%-2287.0pp | 1166.11%-1147.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $461 | $1,787-74.2% | $2,302-80.0% | $2,440-81.1% |
| Participant deferral / active EE | $2,622 | $2,690-2.5% | $3,336-21.4% | $3,607-27.3% |
| Admin fee / account holder | $8,512 | $4,013+112.1% | $6,420+32.6% | $5,124+66.1% |