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 | $43,792 | $109,982-60.2% | $97,226-55.0% | $145,922-70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.67% | 242.90%-231.2pp | 75.13%-63.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,238 | $3,084-59.8% | $2,729-54.6% | $4,660-73.4% |
| Participant deferral / active EE | $2,687 | $4,676-42.5% | $4,264-37.0% | $6,688-59.8% |
| Admin fee / account holder | $23,978 | $6,221+285.5% | $5,654+324.1% | $13,397+79.0% |