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 8-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 | $50,396 | $109,881-54.1% | $150,045-66.4% | $84,808-40.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,498 | $3,561-57.9% | $4,693-68.1% | $2,631-43.1% |
| Participant deferral / active EE | $3,485 | $6,636-47.5% | $7,997-56.4% | $4,212-17.3% |
| Admin fee / account holder | $11,582 | $8,568+35.2% | $13,435-13.8% | $7,344+57.7% |