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 | $79,418 | $118,680-33.1% | $98,907-19.7% | $158,922-50.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 32.71% | 372.35%-339.6pp | 196.43%-163.7pp | 302.83%-270.1pp |
| Employer contribution / active EE | $2,040 | $3,333-38.8% | $2,689-24.1% | $4,761-57.2% |
| Participant deferral / active EE | $4,436 | $5,088-12.8% | $4,244+4.5% | $5,982-25.8% |
| Admin fee / account holder | $7,396 | $10,131-27.0% | $6,642+11.4% | $11,246-34.2% |