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 | $64,897 | $78,672-17.5% | $109,143-40.5% | $85,850-24.4% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 11.48% | 25.09%-13.6pp | 25.75%-14.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,201 | $2,735-19.5% | $3,722-40.9% | $2,565-14.2% |
| Participant deferral / active EE | $4,671 | $3,467+34.7% | $4,653+0.4% | $3,952+18.2% |
| Admin fee / account holder | $2,185 | $5,469-60.1% | $6,752-67.6% | $6,260-65.1% |