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 | $63,724 | $177,572-64.1% | $154,803-58.8% | $142,382-55.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.73% | 65.07%-53.3pp | 58.88%-47.2pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,112 | $4,810-56.1% | $4,305-50.9% | $4,299-50.9% |
| Participant deferral / active EE | $5,517 | $6,272-12.0% | $5,540-0.4% | $6,507-15.2% |
| Admin fee / account holder | $1,020 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |