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 | $50,127 | $101,724-50.7% | $164,813-69.6% | $80,856-38.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 136.72% | 16.72%+120.0pp | 69.93%+66.8pp | 35.59%+101.1pp |
| Employer contribution / active EE | $2,111 | $2,953-28.5% | $4,341-51.4% | $2,755-23.4% |
| Participant deferral / active EE | $3,454 | $4,477-22.9% | $6,031-42.7% | $4,296-19.6% |
| Admin fee / account holder | $10,236 | $8,227+24.4% | $12,690-19.3% | $6,918+48.0% |