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 | $72,760 | $99,877-27.2% | $84,966-14.4% | $145,922-50.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.86% | 83.76%-74.9pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,613 | $3,231-19.1% | $2,727-4.2% | $4,660-43.9% |
| Participant deferral / active EE | $9,735 | $5,291+84.0% | $4,519+115.4% | $6,688+45.6% |
| Admin fee / account holder | $11,785 | $7,248+62.6% | $6,149+91.7% | $13,397-12.0% |