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 | $67,623 | $58,208+16.2% | $81,812-17.3% | $80,856-16.4% |
| Participation rate | 73.7% | 63.4%+10.3pp | 72.3%+1.3pp | 67.6%+6.0pp |
| Annual return | 13.76% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,130 | $2,340+76.5% | $2,912+41.8% | $2,755+49.9% |
| Participant deferral / active EE | $2,645 | $3,281-19.4% | $4,319-38.8% | $4,296-38.4% |
| Admin fee / account holder | $7,962 | $4,981+59.8% | $7,386+7.8% | $6,918+15.1% |