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 | $42,742 | $99,918-57.2% | $81,382-47.5% | $145,922-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 34.32%-21.6pp | 24.73%-12.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,434 | $2,978+15.3% | $2,463+39.4% | $4,660-26.3% |
| Participant deferral / active EE | $5,110 | $4,605+11.0% | $3,883+31.6% | $6,688-23.6% |
| Admin fee / account holder | $433 | $8,212-94.7% | $5,768-92.5% | $13,397-96.8% |