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 | $62,894 | $94,338-33.3% | $100,534-37.4% | $142,382-55.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.39% | 29.20%-16.8pp | 32.66%-20.3pp | 217.08%-204.7pp |
| Employer contribution / active EE | $6,289 | $4,237+48.4% | $4,346+44.7% | $4,299+46.3% |
| Participant deferral / active EE | $2,210 | $5,934-62.8% | $6,144-64.0% | $6,507-66.0% |
| Admin fee / account holder | $3,031 | $8,421-64.0% | $7,654-60.4% | $12,624-76.0% |