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 | $42,063 | $111,724-62.4% | $93,606-55.1% | $145,922-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.39% | 202.98%-191.6pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,491 | $3,090+13.0% | $2,420+44.3% | $4,660-25.1% |
| Participant deferral / active EE | $8,685 | $4,912+76.8% | $4,411+96.9% | $6,688+29.9% |
| Admin fee / account holder | $18,930 | $10,250+84.7% | $8,285+128.5% | $13,397+41.3% |