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 | $68,812 | $102,966-33.2% | $90,281-23.8% | $152,861-55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.74% | 95.16%-68.4pp | 78.10%-51.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,546 | $3,139-18.9% | $2,854-10.8% | $4,762-46.5% |
| Participant deferral / active EE | $10,395 | $4,281+142.8% | $3,885+167.5% | $5,850+77.7% |
| Admin fee / account holder | $468 | $6,171-92.4% | $5,351-91.2% | $11,596-96.0% |