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 | $88,313 | $56,199+57.1% | $67,652+30.5% | $59,632+48.1% |
| Participation rate | 98.7% | 71.5%+27.3pp | 75.7%+23.1pp | 68.7%+30.0pp |
| Annual return | 0.46% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,200 | $1,614+98.2% | $2,266+41.2% | $2,203+45.3% |
| Participant deferral / active EE | $5,294 | $2,844+86.2% | $3,560+48.7% | $3,192+65.9% |
| Admin fee / account holder | $661 | $3,958-83.3% | $4,821-86.3% | $4,297-84.6% |