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 | $36,998 | $81,632-54.7% | $70,449-47.5% | $158,922-76.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.40% | 208.40%-198.0pp | 109.03%-98.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $12,427 | $3,217+286.3% | $2,737+354.1% | $4,761+161.0% |
| Participant deferral / active EE | $1,058 | $4,554-76.8% | $3,709-71.5% | $5,982-82.3% |
| Admin fee / account holder | $39,391 | $6,193+536.1% | $3,845+924.4% | $11,246+250.3% |