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 | $57,164 | $201,272-71.6% | $184,203-69.0% | $145,922-60.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,943 | $7,022-15.4% | $6,427-7.5% | $4,660+27.6% |
| Participant deferral / active EE | $3,885 | $9,806-60.4% | $9,131-57.5% | $6,688-41.9% |
| Admin fee / account holder | $14,986 | $16,364-8.4% | $13,901+7.8% | $13,397+11.9% |