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 | $51,829 | $210,648-75.4% | $177,989-70.9% | $145,922-64.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.37% | 385.86%-376.5pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,214 | $4,565-29.6% | $3,949-18.6% | $4,660-31.0% |
| Participant deferral / active EE | $1,383 | $6,958-80.1% | $6,276-78.0% | $6,688-79.3% |
| Admin fee / account holder | $1,064 | $12,013-91.1% | $10,363-89.7% | $13,397-92.1% |