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 | $69,963 | $102,317-31.6% | $146,958-52.4% | $80,856-13.5% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 13.21% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,536 | $3,713-4.8% | $4,933-28.3% | $2,755+28.3% |
| Participant deferral / active EE | $9,449 | $6,644+42.2% | $8,070+17.1% | $4,296+120.0% |
| Admin fee / account holder | $9,580 | $7,941+20.6% | $12,998-26.3% | $6,918+38.5% |