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 | $75,639 | $107,334-29.5% | $92,893-18.6% | $152,861-50.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.46% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,308 | $4,221-69.0% | $3,653-64.2% | $4,762-72.5% |
| Participant deferral / active EE | $3,463 | $4,845-28.5% | $4,236-18.2% | $5,850-40.8% |
| Admin fee / account holder | $1,979 | $7,079-72.0% | $5,794-65.8% | $11,596-82.9% |