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 | $77,118 | $45,035+71.2% | $62,995+22.4% | $70,131+10.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.34% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,778 | $2,051+35.4% | $2,759+0.7% | $2,342+18.6% |
| Participant deferral / active EE | $1,950 | $2,465-20.9% | $3,329-41.4% | $3,332-41.5% |
| Admin fee / account holder | $4,226 | $2,834+49.1% | $3,600+17.4% | $4,645-9.0% |