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 | $36,072 | $67,411-46.5% | $91,001-60.4% | $70,131-48.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 33.65% | -40.16%+73.8pp | 4.60%+29.1pp | 73.14%-39.5pp |
| Employer contribution / active EE | $3,869 | $1,786+116.6% | $2,456+57.6% | $2,342+65.2% |
| Participant deferral / active EE | $5,794 | $2,823+105.3% | $3,547+63.3% | $3,332+73.9% |
| Admin fee / account holder | $1,100 | $4,236-74.0% | $5,417-79.7% | $4,645-76.3% |