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 | $52,127 | $95,266-45.3% | $82,389-36.7% | $142,382-63.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.20% | 25.74%-14.5pp | 28.67%-17.5pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,718 | $2,991+57.7% | $2,517+87.4% | $4,299+9.7% |
| Participant deferral / active EE | $8,530 | $4,809+77.4% | $4,155+105.3% | $6,507+31.1% |
| Admin fee / account holder | $8,498 | $8,563-0.8% | $7,231+17.5% | $12,624-32.7% |