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 | $54,987 | $106,115-48.2% | $85,969-36.0% | $125,391-56.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.48% | 13.93%-13.4pp | 9.32%-8.8pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,944 | $4,537-57.1% | $3,474-44.0% | $4,866-60.0% |
| Participant deferral / active EE | $2,122 | $4,859-56.3% | $3,829-44.6% | $5,352-60.3% |
| Admin fee / account holder | $3,383 | $8,144-58.5% | $6,053-44.1% | $9,540-64.5% |