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 | $79,283 | $118,680-33.2% | $98,907-19.8% | $158,922-50.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.93% | 372.35%-352.4pp | 196.43%-176.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,285 | $3,333-1.4% | $2,689+22.2% | $4,761-31.0% |
| Participant deferral / active EE | $2,797 | $5,088-45.0% | $4,244-34.1% | $5,982-53.3% |
| Admin fee / account holder | $2,039 | $10,131-79.9% | $6,642-69.3% | $11,246-81.9% |