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 | $81,041 | $105,998-23.5% | $92,233-12.1% | $147,584-45.1% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 36.35% | 50.05%-13.7pp | 176.28%-139.9pp | 578.55%-542.2pp |
| Employer contribution / active EE | $1,907 | $4,333-56.0% | $3,679-48.2% | $4,876-60.9% |
| Participant deferral / active EE | $4,862 | $4,478+8.6% | $3,897+24.8% | $5,439-10.6% |
| Admin fee / account holder | $4,237 | $6,332-33.1% | $5,194-18.4% | $10,885-61.1% |