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 | $43,602 | $65,685-33.6% | $57,179-23.7% | $273,961-84.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.14% | 21.99%-15.8pp | 14.59%-8.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $9,965 | $3,279+203.9% | $2,682+271.5% | $4,869+104.7% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,654 | $4,835-65.8% | $3,139-47.3% | $10,132-83.7% |