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 | $73,279 | $78,694-6.9% | $67,652+8.3% | $125,391-41.6% |
| Participation rate | 95.7% | 78.8%+16.8pp | 75.7%+20.0pp | 83.2%+12.5pp |
| Annual return | 12.55% | 9.46%+3.1pp | 6625.04%-6612.5pp | 282.22%-269.7pp |
| Employer contribution / active EE | $1,923 | $3,044-36.8% | $2,266-15.1% | $4,866-60.5% |
| Participant deferral / active EE | $1,529 | $4,292-64.4% | $3,560-57.1% | $5,352-71.4% |
| Admin fee / account holder | $17,776 | $7,403+140.1% | $4,821+268.7% | $9,540+86.3% |