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 | $54,003 | $197,825-72.7% | $155,790-65.3% | $125,391-56.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.29% | 86.74%-86.5pp | 71.54%-71.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,921 | $4,847-39.7% | $3,836-23.9% | $4,866-40.0% |
| Participant deferral / active EE | $6,989 | $5,630+24.1% | $4,797+45.7% | $5,352+30.6% |
| Admin fee / account holder | $84,802 | $9,545+788.5% | $7,478+1034.1% | $9,540+788.9% |