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 | $81,896 | $96,635-15.3% | $86,612-5.4% | $139,434-41.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 24.76% | 106.41%-81.7pp | 591.07%-566.3pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,889 | $3,263+80.5% | $3,022+94.8% | $4,751+24.0% |
| Participant deferral / active EE | $9,435 | $4,836+95.1% | $4,438+112.6% | $6,710+40.6% |
| Admin fee / account holder | $5,982 | $6,408-6.6% | $5,614+6.6% | $11,403-47.5% |