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 | $39,052 | $115,770-66.3% | $101,248-61.4% | $158,922-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.94% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,431 | $4,175-41.8% | $3,660-33.6% | $4,761-48.9% |
| Participant deferral / active EE | $1,445 | $4,957-70.9% | $4,370-66.9% | $5,982-75.9% |
| Admin fee / account holder | $656 | $7,245-90.9% | $5,945-89.0% | $11,246-94.2% |