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 | $71,360 | $104,664-31.8% | $85,682-16.7% | $167,490-57.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.83% | 21.45%-6.6pp | 21.49%-6.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,785 | $3,337-46.5% | $2,618-31.8% | $4,837-63.1% |
| Participant deferral / active EE | $3,953 | $4,824-18.1% | $3,923+0.8% | $6,341-37.7% |
| Admin fee / account holder | $1,669 | $10,032-83.4% | $6,873-75.7% | $12,309-86.4% |