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 | $68,275 | $78,422-12.9% | $95,952-28.8% | $79,858-14.5% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 18.94% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,754 | $1,945+41.6% | $2,541+8.4% | $2,471+11.5% |
| Participant deferral / active EE | $5,063 | $3,440+47.2% | $4,167+21.5% | $3,740+35.4% |
| Admin fee / account holder | $523 | $5,622-90.7% | $6,795-92.3% | $5,306-90.1% |