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 | $54,793 | $74,888-26.8% | $71,209-23.1% | $142,382-61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.00% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,238 | $2,854+13.4% | $2,721+19.0% | $4,299-24.7% |
| Participant deferral / active EE | $4,753 | $4,454+6.7% | $4,175+13.8% | $6,507-27.0% |
| Admin fee / account holder | $7,283 | $5,568+30.8% | $5,349+36.2% | $12,624-42.3% |