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 | $62,077 | $77,813-20.2% | $123,544-49.8% | $64,186-3.3% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | 10.39% | 12.48%-2.1pp | 119.20%-108.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $5,152 | $3,014+71.0% | $4,628+11.3% | $2,381+116.4% |
| Participant deferral / active EE | $10,179 | $5,240+94.3% | $6,426+58.4% | $3,470+193.4% |
| Admin fee / account holder | $5,596 | $5,519+1.4% | $9,284-39.7% | $4,888+14.5% |