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 | $72,497 | $85,766-15.5% | $136,294-46.8% | $70,131+3.4% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 14.89% | 31.45%-16.6pp | 5155.94%-5141.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,340 | $5,051+5.7% | $6,247-14.5% | $3,332+60.3% |
| Admin fee / account holder | $4,156 | $5,420-23.3% | $9,243-55.0% | $4,645-10.5% |