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 | $47,551 | $107,934-55.9% | $91,989-48.3% | $152,861-68.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.37% | 89.24%-64.9pp | 69.02%-44.7pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,031 | $4,210-4.2% | $3,452+16.8% | $4,762-15.3% |
| Participant deferral / active EE | $11,921 | $6,364+87.3% | $5,923+101.3% | $5,850+103.8% |
| Admin fee / account holder | $16,770 | $10,520+59.4% | $7,743+116.6% | $11,596+44.6% |