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 | $68,030 | $116,175-41.4% | $93,606-27.3% | $152,861-55.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.31% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,703 | $3,218-16.0% | $2,718-0.6% | $4,762-43.2% |
| Participant deferral / active EE | $5,199 | $4,603+12.9% | $4,069+27.8% | $5,850-11.1% |
| Admin fee / account holder | $797 | $10,748-92.6% | $7,888-89.9% | $11,596-93.1% |