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 | $56,631 | $115,882-51.1% | $100,516-43.7% | $158,922-64.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.56% | 34.79%-19.2pp | 30.89%-15.3pp | 302.83%-287.3pp |
| Employer contribution / active EE | $10,669 | $4,103+160.0% | $3,418+212.2% | $4,761+124.1% |
| Participant deferral / active EE | $9,996 | $6,674+49.8% | $6,270+59.4% | $5,982+67.1% |
| Admin fee / account holder | $678 | $10,995-93.8% | $8,081-91.6% | $11,246-94.0% |