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 | $74,642 | $30,400+145.5% | $53,898+38.5% | $84,808-12.0% |
| Participation rate | 90.0% | 46.4%+43.6pp | 55.0%+35.0pp | 68.3%+21.7pp |
| Annual return | 21.82% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $113 | $603-81.3% | $932-87.9% | $2,631-95.7% |
| Participant deferral / active EE | $14,265 | $1,199+1090.1% | $1,826+681.1% | $4,212+238.7% |
| Admin fee / account holder | $3,267 | $1,993+63.9% | $2,491+31.2% | $7,344-55.5% |