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 | $75,019 | $90,348-17.0% | $75,972-1.3% | $145,922-48.6% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.1%+24.3pp | 80.3%+13.1pp |
| Annual return | 10.39% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,010 | $3,311-9.1% | $2,685+12.1% | $4,660-35.4% |
| Participant deferral / active EE | $5,811 | $5,162+12.6% | $4,255+36.6% | $6,688-13.1% |
| Admin fee / account holder | $2,674 | $8,467-68.4% | $6,467-58.6% | $13,397-80.0% |