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 | $84,470 | $105,181-19.7% | $159,436-47.0% | $85,850-1.6% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.8%0pp | 69.3%+13.5pp |
| Annual return | 14.03% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,325 | $3,318+30.3% | $4,829-10.4% | $2,565+68.6% |
| Participant deferral / active EE | $8,198 | $5,945+37.9% | $7,352+11.5% | $3,952+107.4% |
| Admin fee / account holder | $18,611 | $6,933+168.4% | $10,799+72.3% | $6,260+197.3% |