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 | $61,507 | $91,552-32.8% | $133,956-54.1% | $79,858-23.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.05% | 61.85%-46.8pp | 45.09%-30.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,440 | $2,384+2.4% | $3,919-37.7% | $2,471-1.3% |
| Participant deferral / active EE | $6,455 | $3,733+72.9% | $5,048+27.9% | $3,740+72.6% |
| Admin fee / account holder | $13,596 | $6,321+115.1% | $8,927+52.3% | $5,306+156.2% |