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 | $81,580 | $102,604-20.5% | $86,188-5.3% | $139,434-41.5% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 8.81% | 1922.51%-1913.7pp | 1168.45%-1159.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,124 | $3,032-29.9% | $2,380-10.7% | $4,751-55.3% |
| Participant deferral / active EE | $2,113 | $4,676-54.8% | $3,985-47.0% | $6,710-68.5% |
| Admin fee / account holder | $4,327 | $8,657-50.0% | $6,852-36.8% | $11,403-62.1% |