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 | $69,071 | $65,395+5.6% | $182,532-62.2% | $72,985-5.4% |
| Participation rate | 97.3% | 65.4%+31.9pp | 78.0%+19.3pp | 69.5%+27.8pp |
| Annual return | 18.88% | 27.68%-8.8pp | 148.54%-129.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,675 | $1,911+92.3% | $4,076-9.8% | $2,440+50.6% |
| Participant deferral / active EE | $3,477 | $3,563-2.4% | $5,524-37.1% | $3,607-3.6% |
| Admin fee / account holder | $27,495 | $4,245+547.8% | $8,592+220.0% | $5,124+436.6% |