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 | $62,713 | $127,386-50.8% | $115,037-45.5% | $125,391-50.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,329 | $5,166-35.6% | $4,608-27.8% | $4,866-31.6% |
| Participant deferral / active EE | $7,288 | $6,423+13.5% | $6,026+20.9% | $5,352+36.2% |
| Admin fee / account holder | $8,375 | $9,516-12.0% | $8,175+2.4% | $9,540-12.2% |