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 | $41,376 | $227,553-81.8% | $189,557-78.2% | $167,490-75.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.95% | 78.40%-64.4pp | 64.17%-50.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $6,363 | $5,316+19.7% | $4,412+44.2% | $4,837+31.5% |
| Participant deferral / active EE | $4,697 | $7,002-32.9% | $6,174-23.9% | $6,341-25.9% |
| Admin fee / account holder | $527 | $11,878-95.6% | $9,807-94.6% | $12,309-95.7% |