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 | $46,156 | $99,079-53.4% | $77,999-40.8% | $273,961-83.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.04% | 217.93%-212.9pp | 425.96%-420.9pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,901 | $3,308-42.5% | $2,470-23.0% | $4,869-61.0% |
| Participant deferral / active EE | $1,281 | $4,306-70.3% | $3,497-63.4% | $5,287-75.8% |
| Admin fee / account holder | $2,127 | $8,954-76.2% | $5,480-61.2% | $10,132-79.0% |