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 | $83,464 | $158,398-47.3% | $126,539-34.0% | $142,382-41.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 20.78% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,490 | $4,650+39.6% | $3,674+76.7% | $4,299+51.0% |
| Participant deferral / active EE | $10,781 | $4,767+126.2% | $4,083+164.1% | $6,507+65.7% |
| Admin fee / account holder | $6,730 | $6,918-2.7% | $6,065+11.0% | $12,624-46.7% |