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 | $68,907 | $48,795+41.2% | $65,493+5.2% | $84,808-18.7% |
| Participation rate | 94.8% | 67.0%+27.8pp | 73.1%+21.7pp | 68.3%+26.5pp |
| Annual return | 49.49% | 20.20%+29.3pp | 982.45%-933.0pp | 40.90%+8.6pp |
| Employer contribution / active EE | $2,016 | $1,930+4.5% | $2,574-21.7% | $2,631-23.4% |
| Participant deferral / active EE | $4,143 | $2,928+41.5% | $3,961+4.6% | $4,212-1.6% |
| Admin fee / account holder | $7,156 | $3,877+84.6% | $5,028+42.3% | $7,344-2.6% |