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 | $57,089 | $54,705+4.4% | $71,209-19.8% | $84,808-32.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.64% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,928 | $2,158-10.7% | $2,721-29.2% | $2,631-26.7% |
| Participant deferral / active EE | $5,705 | $3,030+88.3% | $4,175+36.7% | $4,212+35.5% |
| Admin fee / account holder | $18,309 | $4,863+276.5% | $5,349+242.3% | $7,344+149.3% |