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 | $64,669 | $157,256-58.9% | $141,162-54.2% | $152,861-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.97% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,761 | $5,261+28.5% | $4,735+42.8% | $4,762+42.0% |
| Participant deferral / active EE | $11,470 | $7,109+61.3% | $6,709+71.0% | $5,850+96.1% |
| Admin fee / account holder | $2,455 | $12,120-79.7% | $10,261-76.1% | $11,596-78.8% |