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 | $72,933 | $106,515-31.5% | $96,683-24.6% | $139,434-47.7% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 16.42% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,327 | $4,103+54.2% | $3,737+69.3% | $4,751+33.2% |
| Participant deferral / active EE | $6,872 | $5,454+26.0% | $4,878+40.9% | $6,710+2.4% |
| Admin fee / account holder | $2,911 | $7,877-63.0% | $6,730-56.7% | $11,403-74.5% |