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 | $57,156 | $102,317-44.1% | $146,958-61.1% | $80,856-29.3% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 32.24% | 134.76%-102.5pp | 418.34%-386.1pp | 35.59%-3.4pp |
| Employer contribution / active EE | $4,274 | $3,713+15.1% | $4,933-13.4% | $2,755+55.1% |
| Participant deferral / active EE | $7,016 | $6,644+5.6% | $8,070-13.1% | $4,296+63.3% |
| Admin fee / account holder | $7,705 | $7,941-3.0% | $12,998-40.7% | $6,918+11.4% |