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 | $56,113 | $98,750-43.2% | $149,696-62.5% | $79,858-29.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 33.03% | 27.43%+5.6pp | 276.60%-243.6pp | 31.71%+1.3pp |
| Employer contribution / active EE | $2,827 | $3,216-12.1% | $4,644-39.1% | $2,471+14.4% |
| Participant deferral / active EE | $5,657 | $5,680-0.4% | $6,842-17.3% | $3,740+51.3% |
| Admin fee / account holder | $2,260 | $6,053-62.7% | $9,309-75.7% | $5,306-57.4% |