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 | $68,317 | $117,983-42.1% | $101,794-32.9% | $142,382-52.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.63% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,657 | $2,773+212.2% | $2,289+278.2% | $4,299+101.4% |
| Participant deferral / active EE | $8,214 | $4,714+74.3% | $4,084+101.1% | $6,507+26.2% |
| Admin fee / account holder | $2,758 | $10,433-73.6% | $8,777-68.6% | $12,624-78.2% |