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 | $49,493 | $70,669-30.0% | $169,368-70.8% | $75,163-34.2% |
| Participation rate | 82.7% | 64.8%+17.9pp | 77.1%+5.6pp | 67.2%+15.5pp |
| Annual return | 21.37% | 36.36%-15.0pp | 405.60%-384.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $3,902 | $2,211+76.5% | $4,013-2.7% | $2,670+46.2% |
| Participant deferral / active EE | $8,066 | $4,311+87.1% | $6,221+29.7% | $4,125+95.5% |
| Admin fee / account holder | $4,678 | $5,402-13.4% | $9,003-48.0% | $5,651-17.2% |