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 | $70,593 | $64,839+8.9% | $95,585-26.1% | $84,808-16.8% |
| Participation rate | 80.0% | 63.8%+16.2pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 20.41% | -670.96%+691.4pp | 38.56%-18.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,332 | $1,759+32.6% | $2,527-7.7% | $2,631-11.4% |
| Participant deferral / active EE | $4,757 | $2,965+60.5% | $4,023+18.3% | $4,212+13.0% |
| Admin fee / account holder | $8,213 | $5,964+37.7% | $6,127+34.0% | $7,344+11.8% |