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 | $58,918 | $117,841-50.0% | $102,423-42.5% | $145,922-59.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.54% | 31.65%-10.1pp | 29.32%-7.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,800 | $3,615-50.2% | $3,023-40.5% | $4,660-61.4% |
| Participant deferral / active EE | $3,068 | $5,731-46.5% | $5,053-39.3% | $6,688-54.1% |
| Admin fee / account holder | $15,538 | $13,326+16.6% | $9,451+64.4% | $13,397+16.0% |