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 | $56,289 | $107,934-47.8% | $91,989-38.8% | $152,861-63.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.10% | 89.24%-63.1pp | 69.02%-42.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $5,540 | $4,210+31.6% | $3,452+60.5% | $4,762+16.3% |
| Participant deferral / active EE | $7,899 | $6,364+24.1% | $5,923+33.4% | $5,850+35.0% |
| Admin fee / account holder | $2,961 | $10,520-71.9% | $7,743-61.8% | $11,596-74.5% |