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 | $67,450 | $109,817-38.6% | $98,442-31.5% | $167,490-59.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 17.21% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,068 | $3,224+26.2% | $2,960+37.5% | $4,837-15.9% |
| Participant deferral / active EE | $7,720 | $4,673+65.2% | $4,276+80.5% | $6,341+21.7% |
| Admin fee / account holder | $11,890 | $6,753+76.1% | $5,949+99.9% | $12,309-3.4% |