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 | $69,834 | $77,145-9.5% | $108,410-35.6% | $85,850-18.7% |
| Participation rate | 94.3% | 74.7%+19.6pp | 80.1%+14.2pp | 69.3%+25.0pp |
| Annual return | 14.43% | 44.54%-30.1pp | 905.27%-890.8pp | 318.53%-304.1pp |
| Employer contribution / active EE | $857 | $2,379-64.0% | $3,558-75.9% | $2,565-66.6% |
| Participant deferral / active EE | $4,996 | $5,566-10.2% | $6,563-23.9% | $3,952+26.4% |
| Admin fee / account holder | $967 | $5,172-81.3% | $7,295-86.7% | $6,260-84.6% |