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 | $37,998 | $121,625-68.8% | $104,607-63.7% | $158,922-76.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.26% | 465.26%-447.0pp | 340.46%-322.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,153 | $3,163-31.9% | $2,681-19.7% | $4,761-54.8% |
| Participant deferral / active EE | $4,942 | $4,177+18.3% | $3,740+32.2% | $5,982-17.4% |
| Admin fee / account holder | $707 | $7,787-90.9% | $6,473-89.1% | $11,246-93.7% |