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 | $64,258 | $198,466-67.6% | $170,442-62.3% | $147,584-56.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.15% | 257.29%-240.1pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,516 | $6,184-75.5% | $5,433-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $9,216 | $5,629+63.7% | $4,939+86.6% | $5,439+69.4% |
| Admin fee / account holder | $404 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |