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 | $52,825 | $54,705-3.4% | $71,209-25.8% | $84,808-37.7% |
| Participation rate | 89.1% | 64.1%+25.0pp | 73.8%+15.3pp | 68.3%+20.8pp |
| Annual return | 17.66% | 35.90%-18.2pp | 282.51%-264.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,189 | $2,158+140.5% | $2,721+90.7% | $2,631+97.2% |
| Participant deferral / active EE | $2,174 | $3,030-28.3% | $4,175-47.9% | $4,212-48.4% |
| Admin fee / account holder | $2,437 | $4,863-49.9% | $5,349-54.4% | $7,344-66.8% |