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 | $72,006 | $60,124+19.8% | $90,404-20.4% | $79,858-9.8% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 12.68% | 71.94%-59.3pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,214 | $2,068-41.3% | $3,262-62.8% | $2,471-50.9% |
| Participant deferral / active EE | $1,990 | $2,938-32.3% | $3,963-49.8% | $3,740-46.8% |
| Admin fee / account holder | $1,744 | $3,976-56.1% | $5,611-68.9% | $5,306-67.1% |