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 | $63,001 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.00% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,536 | $4,961-8.6% | $4,693-3.4% | $4,299+5.5% |
| Participant deferral / active EE | $12,244 | $8,310+47.3% | $7,997+53.1% | $6,507+88.2% |
| Admin fee / account holder | $21,640 | $14,846+45.8% | $13,435+61.1% | $12,624+71.4% |