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 | $63,955 | $109,817-41.8% | $98,442-35.0% | $167,490-61.8% |
| Participation rate | 84.2% | 75.8%+8.4pp | 73.3%+10.9pp | 82.1%+2.1pp |
| Annual return | 14.97% | 1956.69%-1941.7pp | 1492.73%-1477.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,664 | $3,224+44.7% | $2,960+57.6% | $4,837-3.6% |
| Participant deferral / active EE | $4,617 | $4,673-1.2% | $4,276+8.0% | $6,341-27.2% |
| Admin fee / account holder | $19,926 | $6,753+195.1% | $5,949+234.9% | $12,309+61.9% |