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 | $58,902 | $91,190-35.4% | $178,490-67.0% | $79,858-26.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.18% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,457 | $3,256-24.5% | $5,011-51.0% | $2,471-0.6% |
| Participant deferral / active EE | $3,837 | $3,236+18.6% | $5,202-26.2% | $3,740+2.6% |
| Admin fee / account holder | $21,776 | $6,751+222.6% | $13,984+55.7% | $5,306+310.4% |