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 | $53,523 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.52% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $11,443 | $5,261+117.5% | $4,735+141.7% | $4,762+140.3% |
| Participant deferral / active EE | $10,808 | $7,109+52.0% | $6,709+61.1% | $5,850+84.7% |
| Admin fee / account holder | $17,107 | $12,120+41.1% | $10,261+66.7% | $11,596+47.5% |