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 | $47,631 | $47,944-0.7% | $67,834-29.8% | $62,891-24.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 19.96% | 11.77%+8.2pp | 138.47%-118.5pp | 20.14%-0.2pp |
| Employer contribution / active EE | $4,032 | $1,562+158.1% | $2,403+67.7% | $2,281+76.8% |
| Participant deferral / active EE | $5,304 | $2,247+136.1% | $3,160+67.9% | $3,203+65.6% |
| Admin fee / account holder | $1,020 | $3,712-72.5% | $4,622-77.9% | $4,296-76.3% |