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 | $70,437 | $105,998-33.5% | $92,233-23.6% | $147,584-52.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 14.00% | 50.05%-36.0pp | 176.28%-162.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,411 | $4,333-67.4% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $1,719 | $4,478-61.6% | $3,897-55.9% | $5,439-68.4% |
| Admin fee / account holder | $7,090 | $6,332+12.0% | $5,194+36.5% | $10,885-34.9% |