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 | $64,229 | $105,181-38.9% | $159,436-59.7% | $85,850-25.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 15.21% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,860 | $3,318+16.3% | $4,829-20.1% | $2,565+50.5% |
| Participant deferral / active EE | $7,701 | $5,945+29.5% | $7,352+4.7% | $3,952+94.9% |
| Admin fee / account holder | $17,154 | $6,933+147.4% | $10,799+58.9% | $6,260+174.0% |