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 | $71,581 | $64,839+10.4% | $95,585-25.1% | $84,808-15.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.60% | -670.96%+690.6pp | 38.56%-19.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,387 | $1,759-21.1% | $2,527-45.1% | $2,631-47.3% |
| Participant deferral / active EE | $3,885 | $2,965+31.0% | $4,023-3.4% | $4,212-7.8% |
| Admin fee / account holder | $5,022 | $5,964-15.8% | $6,127-18.0% | $7,344-31.6% |