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 | $37,634 | $45,073-16.5% | $69,455-45.8% | $72,985-48.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 6.74% | 22.65%-15.9pp | 28.97%-22.2pp | 81.00%-74.3pp |
| Employer contribution / active EE | $2,615 | $2,054+27.3% | $2,779-5.9% | $2,440+7.2% |
| Participant deferral / active EE | $3,066 | $2,602+17.8% | $3,535-13.3% | $3,607-15.0% |
| Admin fee / account holder | $4,529 | $3,056+48.2% | $3,839+18.0% | $5,124-11.6% |