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 | $47,013 | $149,734-68.6% | $118,925-60.5% | $158,922-70.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.95% | 19.95%-9.0pp | 35.88%-24.9pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,455 | $4,115-16.0% | $3,263+5.9% | $4,761-27.4% |
| Participant deferral / active EE | $3,408 | $5,223-34.8% | $4,265-20.1% | $5,982-43.0% |
| Admin fee / account holder | $10,182 | $8,603+18.4% | $6,581+54.7% | $11,246-9.5% |