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 | $68,565 | $58,208+17.8% | $81,812-16.2% | $80,856-15.2% |
| Participation rate | 88.2% | 63.4%+24.8pp | 72.3%+15.9pp | 67.6%+20.6pp |
| Annual return | 13.62% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,756 | $2,340-25.0% | $2,912-39.7% | $2,755-36.3% |
| Participant deferral / active EE | $3,584 | $3,281+9.2% | $4,319-17.0% | $4,296-16.6% |
| Admin fee / account holder | $2,145 | $4,981-56.9% | $7,386-71.0% | $6,918-69.0% |