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 | $54,424 | $89,753-39.4% | $107,525-49.4% | $84,808-35.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.87% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,301 | $3,113-26.1% | $3,754-38.7% | $2,631-12.5% |
| Participant deferral / active EE | $3,916 | $4,056-3.5% | $5,116-23.5% | $4,212-7.0% |
| Admin fee / account holder | $4,892 | $7,222-32.3% | $8,919-45.2% | $7,344-33.4% |