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 | $55,981 | $83,337-32.8% | $67,834-17.5% | $273,961-79.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.30% | 259.45%-254.1pp | 138.47%-133.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $8,125 | $3,287+147.2% | $2,403+238.1% | $4,869+66.9% |
| Participant deferral / active EE | $6,557 | $4,088+60.4% | $3,160+107.5% | $5,287+24.0% |
| Admin fee / account holder | $336 | $6,752-95.0% | $4,622-92.7% | $10,132-96.7% |