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 | $64,023 | $95,971-33.3% | $74,550-14.1% | $135,375-52.7% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | 3.04% | 56.96%-53.9pp | 32.53%-29.5pp | 519.73%-516.7pp |
| Employer contribution / active EE | $1,970 | $2,716-27.5% | $1,961+0.5% | $4,779-58.8% |
| Participant deferral / active EE | $1,970 | $3,843-48.7% | $3,108-36.6% | $5,609-64.9% |
| Admin fee / account holder | $19,053 | $6,522+192.1% | $5,060+276.6% | $10,827+76.0% |