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 | $36,322 | $201,272-82.0% | $184,203-80.3% | $145,922-75.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 29.00%-12.1pp | 28.81%-12.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,708 | $7,022-61.4% | $6,427-57.9% | $4,660-41.9% |
| Participant deferral / active EE | $4,607 | $9,806-53.0% | $9,131-49.5% | $6,688-31.1% |
| Admin fee / account holder | $142,228 | $16,364+769.2% | $13,901+923.2% | $13,397+961.6% |