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 | $36,801 | $99,020-62.8% | $86,590-57.5% | $147,584-75.1% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 15.57% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $944 | $3,132-69.9% | $2,839-66.8% | $4,876-80.6% |
| Participant deferral / active EE | $5,871 | $3,972+47.8% | $3,609+62.7% | $5,439+7.9% |
| Admin fee / account holder | $3,125 | $5,710-45.3% | $4,906-36.3% | $10,885-71.3% |