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 | $54,138 | $72,400-25.2% | $67,502-19.8% | $145,922-62.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.78% | 7182.46%-7171.7pp | 3512.12%-3501.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,536 | $3,069+15.2% | $2,731+29.5% | $4,660-24.1% |
| Participant deferral / active EE | $5,207 | $4,783+8.9% | $4,000+30.2% | $6,688-22.1% |
| Admin fee / account holder | $10,385 | $5,539+87.5% | $3,998+159.8% | $13,397-22.5% |