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 | $66,327 | $176,812-62.5% | $146,665-54.8% | $167,490-60.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.75% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $10,849 | $5,160+110.2% | $4,136+162.3% | $4,837+124.3% |
| Participant deferral / active EE | $7,224 | $6,440+12.2% | $5,506+31.2% | $6,341+13.9% |
| Admin fee / account holder | $6,298 | $13,259-52.5% | $10,280-38.7% | $12,309-48.8% |