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 | $76,182 | $84,696-10.1% | $75,696+0.6% | $167,490-54.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 19.78% | 199.36%-179.6pp | 104.53%-84.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $476 | $3,230-85.3% | $2,743-82.6% | $4,837-90.2% |
| Participant deferral / active EE | $2,935 | $4,580-35.9% | $3,821-23.2% | $6,341-53.7% |
| Admin fee / account holder | $1,542 | $5,355-71.2% | $3,619-57.4% | $12,309-87.5% |