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 | $50,185 | $91,190-45.0% | $178,490-71.9% | $79,858-37.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.81% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,872 | $3,256+18.9% | $5,011-22.7% | $2,471+56.7% |
| Participant deferral / active EE | $2,723 | $3,236-15.8% | $5,202-47.6% | $3,740-27.2% |
| Admin fee / account holder | $17,644 | $6,751+161.4% | $13,984+26.2% | $5,306+232.5% |