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 | $71,245 | $175,202-59.3% | $149,673-52.4% | $139,434-48.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 15.96% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,203 | $5,474-23.2% | $4,818-12.8% | $4,751-11.5% |
| Participant deferral / active EE | $9,452 | $6,519+45.0% | $5,680+66.4% | $6,710+40.9% |
| Admin fee / account holder | $2,708 | $16,150-83.2% | $13,210-79.5% | $11,403-76.3% |