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 | $89,611 | $91,552-2.1% | $133,956-33.1% | $79,858+12.2% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 11.34% | 61.85%-50.5pp | 45.09%-33.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,789 | $3,733-25.3% | $5,048-44.7% | $3,740-25.4% |
| Admin fee / account holder | $1,638 | $6,321-74.1% | $8,927-81.6% | $5,306-69.1% |