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 | $51,620 | $91,190-43.4% | $178,490-71.1% | $79,858-35.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.58% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $8,841 | $3,256+171.6% | $5,011+76.5% | $2,471+257.8% |
| Participant deferral / active EE | $4,553 | $3,236+40.7% | $5,202-12.5% | $3,740+21.7% |
| Admin fee / account holder | $384 | $6,751-94.3% | $13,984-97.3% | $5,306-92.8% |