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 | $61,299 | $65,685-6.7% | $57,179+7.2% | $273,961-77.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.60% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $7,662 | $3,279+133.7% | $2,682+185.7% | $4,869+57.4% |
| Participant deferral / active EE | $3,831 | $3,782+1.3% | $3,096+23.7% | $5,287-27.5% |
| Admin fee / account holder | $373 | $4,835-92.3% | $3,139-88.1% | $10,132-96.3% |