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 | $58,527 | $197,591-70.4% | $177,821-67.1% | $158,922-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.18% | 58.76%-46.6pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,825 | $6,697-13.0% | $5,918-1.6% | $4,761+22.3% |
| Participant deferral / active EE | $15,085 | $8,405+79.5% | $7,714+95.6% | $5,982+152.2% |
| Admin fee / account holder | $12,567 | $15,399-18.4% | $12,427+1.1% | $11,246+11.7% |