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 | $80,593 | $165,984-51.4% | $164,813-51.1% | $145,922-44.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.15% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,925 | $5,273-63.5% | $4,341-55.7% | $4,660-58.7% |
| Participant deferral / active EE | $4,195 | $6,959-39.7% | $6,031-30.5% | $6,688-37.3% |
| Admin fee / account holder | $16,197 | $16,648-2.7% | $12,690+27.6% | $13,397+20.9% |