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 | $61,361 | $86,699-29.2% | $73,307-16.3% | $125,391-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 48.79% | 2.78%+46.0pp | 5.67%+43.1pp | 282.22%-233.4pp |
| Employer contribution / active EE | $3,866 | $4,152-6.9% | $3,237+19.4% | $4,866-20.6% |
| Participant deferral / active EE | $4,546 | $5,550-18.1% | $4,991-8.9% | $5,352-15.1% |
| Admin fee / account holder | $28,785 | $7,771+270.4% | $5,637+410.7% | $9,540+201.7% |