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 | $75,721 | $93,571-19.1% | $135,903-44.3% | $75,163+0.7% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,082 | $3,537-41.1% | $4,856-57.1% | $2,670-22.0% |
| Participant deferral / active EE | $6,831 | $6,404+6.7% | $7,758-12.0% | $4,125+65.6% |
| Admin fee / account holder | $14,018 | $6,975+101.0% | $10,762+30.3% | $5,651+148.1% |