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 | $74,709 | $112,096-33.4% | $95,952-22.1% | $158,922-53.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.67% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $817 | $3,198-74.5% | $2,541-67.9% | $4,761-82.8% |
| Participant deferral / active EE | $5,229 | $4,784+9.3% | $4,167+25.5% | $5,982-12.6% |
| Admin fee / account holder | $5,412 | $10,130-46.6% | $6,795-20.4% | $11,246-51.9% |