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 | $84,604 | $103,376-18.2% | $87,100-2.9% | $152,861-44.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.22% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,349 | $3,220+159.3% | $2,521+231.1% | $4,762+75.3% |
| Participant deferral / active EE | $18,433 | $4,778+285.8% | $4,049+355.3% | $5,850+215.1% |
| Admin fee / account holder | $1,914 | $12,205-84.3% | $7,497-74.5% | $11,596-83.5% |