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 | $65,994 | $135,952-51.5% | $123,892-46.7% | $273,961-75.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.64% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $4,786 | $5,170-7.4% | $4,617+3.7% | $4,869-1.7% |
| Participant deferral / active EE | $4,550 | $6,343-28.3% | $5,984-24.0% | $5,287-13.9% |
| Admin fee / account holder | $2,617 | $9,817-73.3% | $8,357-68.7% | $10,132-74.2% |