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 | $58,466 | $109,982-46.8% | $97,226-39.9% | $145,922-59.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 242.90%-227.0pp | 75.13%-59.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,088 | $3,084-32.3% | $2,729-23.5% | $4,660-55.2% |
| Participant deferral / active EE | $4,906 | $4,676+4.9% | $4,264+15.1% | $6,688-26.6% |
| Admin fee / account holder | $96,458 | $6,221+1450.6% | $5,654+1606.2% | $13,397+620.0% |