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 | $73,549 | $48,364+52.1% | $71,796+2.4% | $62,891+16.9% |
| Participation rate | 77.8% | 60.6%+17.2pp | 69.1%+8.7pp | 69.3%+8.5pp |
| Annual return | 6.52% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,319 | $1,042+26.6% | $1,924-31.5% | $2,281-42.2% |
| Participant deferral / active EE | $2,906 | $2,091+39.0% | $2,794+4.0% | $3,203-9.3% |
| Admin fee / account holder | $14,598 | $3,771+287.1% | $4,815+203.2% | $4,296+239.8% |