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 | $55,415 | $105,859-47.7% | $90,160-38.5% | $147,584-62.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 37.63%-22.6pp | 34.88%-19.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,500 | $4,126-63.6% | $3,318-54.8% | $4,876-69.2% |
| Participant deferral / active EE | $7,661 | $5,733+33.6% | $5,288+44.9% | $5,439+40.9% |
| Admin fee / account holder | $361 | $8,046-95.5% | $5,943-93.9% | $10,885-96.7% |