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 | $63,552 | $185,822-65.8% | $169,993-62.6% | $139,434-54.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.49% | 60.50%-35.0pp | 53.37%-27.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,817 | $7,590-49.7% | $6,785-43.7% | $4,751-19.7% |
| Participant deferral / active EE | $8,327 | $11,622-28.3% | $10,408-20.0% | $6,710+24.1% |
| Admin fee / account holder | $4,861 | $15,381-68.4% | $12,815-62.1% | $11,403-57.4% |