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 | $66,445 | $99,877-33.5% | $84,966-21.8% | $145,922-54.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 11.18% | 83.76%-72.6pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,440 | $3,231-24.5% | $2,727-10.5% | $4,660-47.6% |
| Participant deferral / active EE | $5,821 | $5,291+10.0% | $4,519+28.8% | $6,688-13.0% |
| Admin fee / account holder | $6,120 | $7,248-15.6% | $6,149-0.5% | $13,397-54.3% |