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 | $73,081 | $52,279+39.8% | $89,391-18.2% | $79,858-8.5% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 11.79% | 22.16%-10.4pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,020 | $1,572+28.5% | $2,586-21.9% | $2,471-18.2% |
| Participant deferral / active EE | $4,872 | $2,740+77.8% | $3,890+25.2% | $3,740+30.3% |
| Admin fee / account holder | $1,604 | $3,356-52.2% | $4,881-67.1% | $5,306-69.8% |