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 | $65,569 | $84,233-22.2% | $170,442-61.5% | $70,131-6.5% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 21.34% | 23.06%-1.7pp | 205.93%-184.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,530 | $3,387-54.8% | $5,433-71.8% | $2,342-34.7% |
| Participant deferral / active EE | $4,181 | $3,086+35.5% | $4,939-15.4% | $3,332+25.5% |
| Admin fee / account holder | $3,520 | $5,698-38.2% | $13,880-74.6% | $4,645-24.2% |