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 | $59,345 | $198,466-70.1% | $170,442-65.2% | $147,584-59.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.38% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $6,823 | $6,184+10.3% | $5,433+25.6% | $4,876+39.9% |
| Participant deferral / active EE | $5,778 | $5,629+2.6% | $4,939+17.0% | $5,439+6.2% |
| Admin fee / account holder | $1,345 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |