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 | $71,636 | $81,632-12.2% | $70,449+1.7% | $158,922-54.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 12.80% | 208.40%-195.6pp | 109.03%-96.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $6,747 | $3,217+109.7% | $2,737+146.5% | $4,761+41.7% |
| Participant deferral / active EE | $7,057 | $4,554+55.0% | $3,709+90.3% | $5,982+18.0% |
| Admin fee / account holder | $2,796 | $6,193-54.8% | $3,845-27.3% | $11,246-75.1% |