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 | $55,147 | $111,754-50.7% | $103,333-46.6% | $145,922-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.75% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,979 | $4,212-5.5% | $3,868+2.9% | $4,660-14.6% |
| Participant deferral / active EE | $6,248 | $5,619+11.2% | $5,057+23.5% | $6,688-6.6% |
| Admin fee / account holder | $1,284 | $9,750-86.8% | $8,355-84.6% | $13,397-90.4% |