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 | $46,013 | $102,966-55.3% | $90,281-49.0% | $152,861-69.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.87% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,958 | $3,139+57.9% | $2,854+73.7% | $4,762+4.1% |
| Participant deferral / active EE | $7,536 | $4,281+76.0% | $3,885+94.0% | $5,850+28.8% |
| Admin fee / account holder | $1,764 | $6,171-71.4% | $5,351-67.0% | $11,596-84.8% |