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 | $67,522 | $97,757-30.9% | $83,848-19.5% | $135,375-50.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.89% | 1287.37%-1277.5pp | 850.88%-841.0pp | 519.73%-509.8pp |
| Employer contribution / active EE | $3,267 | $4,222-22.6% | $3,631-10.0% | $4,779-31.6% |
| Participant deferral / active EE | $7,588 | $4,682+62.1% | $4,082+85.9% | $5,609+35.3% |
| Admin fee / account holder | $1,908 | $6,674-71.4% | $5,478-65.2% | $10,827-82.4% |