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 | $57,220 | $198,466-71.2% | $170,442-66.4% | $147,584-61.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.93% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,650 | $6,184-57.1% | $5,433-51.2% | $4,876-45.6% |
| Participant deferral / active EE | $6,826 | $5,629+21.3% | $4,939+38.2% | $5,439+25.5% |
| Admin fee / account holder | $5,652 | $16,852-66.5% | $13,880-59.3% | $10,885-48.1% |