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 | $56,381 | $175,202-67.8% | $149,673-62.3% | $139,434-59.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.55% | 166.71%-142.2pp | 134.42%-109.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $7,133 | $5,474+30.3% | $4,818+48.1% | $4,751+50.2% |
| Participant deferral / active EE | $9,914 | $6,519+52.1% | $5,680+74.5% | $6,710+47.7% |
| Admin fee / account holder | $10,261 | $16,150-36.5% | $13,210-22.3% | $11,403-10.0% |