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 | $54,504 | $112,096-51.4% | $95,952-43.2% | $158,922-65.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.53% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,997 | $3,198-37.5% | $2,541-21.4% | $4,761-58.1% |
| Participant deferral / active EE | $1,591 | $4,784-66.7% | $4,167-61.8% | $5,982-73.4% |
| Admin fee / account holder | $2,898 | $10,130-71.4% | $6,795-57.4% | $11,246-74.2% |