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 | $55,289 | $197,591-72.0% | $177,821-68.9% | $158,922-65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.12% | 58.76%-39.6pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,320 | $6,697-50.4% | $5,918-43.9% | $4,761-30.3% |
| Participant deferral / active EE | $11,516 | $8,405+37.0% | $7,714+49.3% | $5,982+92.5% |
| Admin fee / account holder | $507 | $15,399-96.7% | $12,427-95.9% | $11,246-95.5% |