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 | $70,762 | $71,050-0.4% | $93,606-24.4% | $80,856-12.5% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.6%+25.0pp |
| Annual return | 11.73% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,251 | $1,564+107.9% | $2,420+34.3% | $2,755+18.0% |
| Participant deferral / active EE | $6,444 | $4,034+59.7% | $4,411+46.1% | $4,296+50.0% |
| Admin fee / account holder | $4,656 | $6,945-33.0% | $8,285-43.8% | $6,918-32.7% |