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 9-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 | $41,778 | $61,774-32.4% | $97,226-57.0% | $80,856-48.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.15% | -557.90%+570.1pp | 75.13%-63.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,614 | $1,837+205.7% | $2,729+105.7% | $2,755+103.8% |
| Participant deferral / active EE | $5,703 | $3,029+88.3% | $4,264+33.8% | $4,296+32.8% |
| Admin fee / account holder | $5,398 | $5,166+4.5% | $5,654-4.5% | $6,918-22.0% |