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 | $59,285 | $86,286-31.3% | $111,297-46.7% | $85,850-30.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.79% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,416 | $2,043-30.7% | $2,731-48.1% | $2,565-44.8% |
| Participant deferral / active EE | $2,283 | $3,641-37.3% | $4,487-49.1% | $3,952-42.2% |
| Admin fee / account holder | $8,973 | $8,188+9.6% | $7,964+12.7% | $6,260+43.3% |