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 | $61,558 | $106,515-42.2% | $96,683-36.3% | $139,434-55.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.38% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $9,939 | $4,103+142.2% | $3,737+166.0% | $4,751+109.2% |
| Participant deferral / active EE | $8,361 | $5,454+53.3% | $4,878+71.4% | $6,710+24.6% |
| Admin fee / account holder | $1,189 | $7,877-84.9% | $6,730-82.3% | $11,403-89.6% |