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 | $45,634 | $101,069-54.8% | $81,478-44.0% | $147,584-69.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 23.99% | 32.40%-8.4pp | 38.78%-14.8pp | 578.55%-554.6pp |
| Employer contribution / active EE | $7,108 | $3,205+121.8% | $2,568+176.8% | $4,876+45.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,268 | $5,812-78.2% | $4,561-72.2% | $10,885-88.4% |