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 | $58,330 | $165,335-64.7% | $149,696-61.0% | $158,922-63.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.43% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $5,487 | $5,103+7.5% | $4,644+18.1% | $4,761+15.2% |
| Participant deferral / active EE | $8,841 | $7,181+23.1% | $6,842+29.2% | $5,982+47.8% |
| Admin fee / account holder | $6,851 | $10,807-36.6% | $9,309-26.4% | $11,246-39.1% |