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 | $75,678 | $100,773-24.9% | $88,946-14.9% | $142,382-46.8% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 11.65% | 70.18%-58.5pp | 57.82%-46.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,027 | $2,918-30.5% | $2,555-20.6% | $4,299-52.8% |
| Participant deferral / active EE | $3,288 | $5,230-37.1% | $4,581-28.2% | $6,507-49.5% |
| Admin fee / account holder | $40,504 | $9,693+317.9% | $8,261+390.3% | $12,624+220.9% |