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 | $53,692 | $135,952-60.5% | $123,892-56.7% | $273,961-80.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.80% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.7pp |
| Employer contribution / active EE | $3,861 | $5,170-25.3% | $4,617-16.4% | $4,869-20.7% |
| Participant deferral / active EE | $7,449 | $6,343+17.4% | $5,984+24.5% | $5,287+40.9% |
| Admin fee / account holder | $7,192 | $9,817-26.7% | $8,357-13.9% | $10,132-29.0% |