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 | $52,321 | $102,966-49.2% | $90,281-42.0% | $152,861-65.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.05% | 95.16%-80.1pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $839 | $3,139-73.3% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $2,071 | $4,281-51.6% | $3,885-46.7% | $5,850-64.6% |
| Admin fee / account holder | $1,745 | $6,171-71.7% | $5,351-67.4% | $11,596-85.0% |