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 | $39,490 | $107,334-63.2% | $92,893-57.5% | $152,861-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.53% | 145.58%-133.1pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,900 | $4,221-31.3% | $3,653-20.6% | $4,762-39.1% |
| Participant deferral / active EE | $3,285 | $4,845-32.2% | $4,236-22.4% | $5,850-43.8% |
| Admin fee / account holder | $11,158 | $7,079+57.6% | $5,794+92.6% | $11,596-3.8% |