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 | $64,675 | $165,335-60.9% | $149,696-56.8% | $158,922-59.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.86% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,753 | $5,103-46.0% | $4,644-40.7% | $4,761-42.2% |
| Participant deferral / active EE | $4,006 | $7,181-44.2% | $6,842-41.4% | $5,982-33.0% |
| Admin fee / account holder | $27,743 | $10,807+156.7% | $9,309+198.0% | $11,246+146.7% |