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 | $50,553 | $58,208-13.1% | $81,812-38.2% | $80,856-37.5% |
| Participation rate | 79.2% | 63.4%+15.8pp | 72.3%+6.8pp | 67.6%+11.5pp |
| Annual return | 23.47% | 41.66%-18.2pp | 773.79%-750.3pp | 35.59%-12.1pp |
| Employer contribution / active EE | $2,621 | $2,340+12.0% | $2,912-10.0% | $2,755-4.8% |
| Participant deferral / active EE | $3,298 | $3,281+0.5% | $4,319-23.6% | $4,296-23.2% |
| Admin fee / account holder | $1,774 | $4,981-64.4% | $7,386-76.0% | $6,918-74.4% |