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 | $51,160 | $102,317-50.0% | $146,958-65.2% | $80,856-36.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 15.22% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,055 | $3,713-44.7% | $4,933-58.3% | $2,755-25.4% |
| Participant deferral / active EE | $7,159 | $6,644+7.8% | $8,070-11.3% | $4,296+66.6% |
| Admin fee / account holder | $27,375 | $7,941+244.7% | $12,998+110.6% | $6,918+295.7% |