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 | $80,109 | $124,281-35.5% | $109,143-26.6% | $167,490-52.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.77% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,660 | $4,207-13.0% | $3,722-1.7% | $4,837-24.3% |
| Participant deferral / active EE | $13,199 | $5,255+151.2% | $4,653+183.7% | $6,341+108.1% |
| Admin fee / account holder | $19,047 | $7,970+139.0% | $6,752+182.1% | $12,309+54.7% |