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 | $70,684 | $100,773-29.9% | $88,946-20.5% | $142,382-50.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.11% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $7,806 | $2,918+167.5% | $2,555+205.5% | $4,299+81.6% |
| Participant deferral / active EE | $3,893 | $5,230-25.6% | $4,581-15.0% | $6,507-40.2% |
| Admin fee / account holder | $2,694 | $9,693-72.2% | $8,261-67.4% | $12,624-78.7% |