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 | $73,372 | $84,233-12.9% | $170,442-57.0% | $70,131+4.6% |
| Participation rate | 97.4% | 70.8%+26.6pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 17.45% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,444 | $3,387+31.2% | $5,433-18.2% | $2,342+89.7% |
| Participant deferral / active EE | $4,964 | $3,086+60.9% | $4,939+0.5% | $3,332+49.0% |
| Admin fee / account holder | $3,127 | $5,698-45.1% | $13,880-77.5% | $4,645-32.7% |