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 9-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 | $52,933 | $77,314-31.5% | $177,989-70.3% | $80,856-34.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.76% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,146 | $2,292+124.5% | $3,949+30.3% | $2,755+86.8% |
| Participant deferral / active EE | $6,880 | $4,411+56.0% | $6,276+9.6% | $4,296+60.2% |
| Admin fee / account holder | $4,693 | $7,191-34.7% | $10,363-54.7% | $6,918-32.2% |