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 | $57,315 | $48,046+19.3% | $84,611-32.3% | $72,985-21.5% |
| Participation rate | 76.9% | 57.6%+19.3pp | 68.2%+8.7pp | 69.5%+7.4pp |
| Annual return | 21.73% | 37.38%-15.7pp | 258.74%-237.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,884 | $1,602+80.0% | $2,652+8.7% | $2,440+18.2% |
| Participant deferral / active EE | $5,388 | $2,680+101.0% | $3,899+38.2% | $3,607+49.4% |
| Admin fee / account holder | $5,059 | $3,395+49.0% | $4,912+3.0% | $5,124-1.3% |