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 | $45,437 | $157,256-71.1% | $141,162-67.8% | $152,861-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.18% | 64.32%-27.1pp | 71.39%-34.2pp | 345.32%-308.1pp |
| Employer contribution / active EE | $5,548 | $5,261+5.4% | $4,735+17.2% | $4,762+16.5% |
| Participant deferral / active EE | $7,147 | $7,109+0.5% | $6,709+6.5% | $5,850+22.2% |
| Admin fee / account holder | $1,850 | $12,120-84.7% | $10,261-82.0% | $11,596-84.0% |