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 | $37,081 | $101,069-63.3% | $81,478-54.5% | $147,584-74.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.49% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,240 | $3,205-30.1% | $2,568-12.8% | $4,876-54.1% |
| Participant deferral / active EE | $1,956 | $4,242-53.9% | $3,537-44.7% | $5,439-64.0% |
| Admin fee / account holder | $1,513 | $5,812-74.0% | $4,561-66.8% | $10,885-86.1% |