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 | $72,712 | $144,119-49.5% | $117,854-38.3% | $147,584-50.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.18% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $5,576 | $4,896+13.9% | $3,786+47.3% | $4,876+14.3% |
| Participant deferral / active EE | $5,898 | $5,316+10.9% | $4,482+31.6% | $5,439+8.4% |
| Admin fee / account holder | $1,698 | $10,886-84.4% | $8,020-78.8% | $10,885-84.4% |