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 | $76,695 | $81,208-5.6% | $98,907-22.5% | $79,858-4.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 19.92% | 60.99%-41.1pp | 196.43%-176.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,042 | $1,960-46.8% | $2,689-61.3% | $2,471-57.8% |
| Participant deferral / active EE | $6,326 | $3,265+93.8% | $4,244+49.0% | $3,740+69.1% |
| Admin fee / account holder | $3,255 | $6,013-45.9% | $6,642-51.0% | $5,306-38.7% |