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 | $56,435 | $55,415+1.8% | $155,509-63.7% | $74,495-24.2% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 12.87% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,043 | $2,267-9.9% | $4,672-56.3% | $2,623-22.1% |
| Participant deferral / active EE | $3,859 | $2,836+36.1% | $5,626-31.4% | $4,346-11.2% |
| Admin fee / account holder | $7,060 | $1,738+306.2% | $15,912-55.6% | $1,942+263.6% |