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 | $67,737 | $104,907-35.4% | $84,611-19.9% | $152,861-55.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.31% | 373.79%-356.5pp | 258.74%-241.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $8,677 | $3,302+162.8% | $2,652+227.2% | $4,762+82.2% |
| Participant deferral / active EE | $7,425 | $4,688+58.4% | $3,899+90.4% | $5,850+26.9% |
| Admin fee / account holder | $561 | $6,241-91.0% | $4,912-88.6% | $11,596-95.2% |