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 | $24,482 | $124,281-80.3% | $109,143-77.6% | $167,490-85.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.90% | 26.04%-15.1pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,108 | $4,207-26.1% | $3,722-16.5% | $4,837-35.7% |
| Participant deferral / active EE | $6,235 | $5,255+18.6% | $4,653+34.0% | $6,341-1.7% |
| Admin fee / account holder | $2,445 | $7,970-69.3% | $6,752-63.8% | $12,309-80.1% |