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 | $64,424 | $62,573+3.0% | $85,682-24.8% | $85,850-25.0% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.9%+15.9pp | 69.3%+16.4pp |
| Annual return | 39.23% | 23.77%+15.5pp | 21.49%+17.7pp | 318.53%-279.3pp |
| Employer contribution / active EE | $1,629 | $1,757-7.3% | $2,618-37.8% | $2,565-36.5% |
| Participant deferral / active EE | $4,056 | $2,802+44.7% | $3,923+3.4% | $3,952+2.6% |
| Admin fee / account holder | $5,160 | $4,640+11.2% | $6,873-24.9% | $6,260-17.6% |