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 | $42,682 | $102,966-58.5% | $90,281-52.7% | $152,861-72.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.17% | 95.16%-63.0pp | 78.10%-45.9pp | 345.32%-313.1pp |
| Employer contribution / active EE | $3,717 | $3,139+18.4% | $2,854+30.2% | $4,762-21.9% |
| Participant deferral / active EE | $4,391 | $4,281+2.6% | $3,885+13.0% | $5,850-24.9% |
| Admin fee / account holder | $3,621 | $6,171-41.3% | $5,351-32.3% | $11,596-68.8% |