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 | $59,144 | $107,791-45.1% | $90,645-34.8% | $135,375-56.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 6.50% | -0.90%+7.4pp | 1.88%+4.6pp | 519.73%-513.2pp |
| Employer contribution / active EE | $12,069 | $3,018+299.9% | $2,532+376.7% | $4,779+152.6% |
| Participant deferral / active EE | $5,833 | $3,872+50.6% | $3,425+70.3% | $5,609+4.0% |
| Admin fee / account holder | $658 | $5,930-88.9% | $4,994-86.8% | $10,827-93.9% |