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 | $52,352 | $115,770-54.8% | $101,248-48.3% | $158,922-67.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.70% | 56.14%-33.4pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $7,468 | $4,175+78.9% | $3,660+104.1% | $4,761+56.8% |
| Participant deferral / active EE | $2,884 | $4,957-41.8% | $4,370-34.0% | $5,982-51.8% |
| Admin fee / account holder | $540 | $7,245-92.5% | $5,945-90.9% | $11,246-95.2% |