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 | $60,473 | $89,355-32.3% | $141,162-57.2% | $72,985-17.1% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 24.98% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $4,724 | $3,114+51.7% | $4,735-0.2% | $2,440+93.6% |
| Participant deferral / active EE | $8,400 | $5,418+55.0% | $6,709+25.2% | $3,607+132.8% |
| Admin fee / account holder | $2,849 | $5,958-52.2% | $10,261-72.2% | $5,124-44.4% |