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 | $84,309 | $158,398-46.8% | $126,539-33.4% | $142,382-40.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.71% | 593.76%-582.0pp | 425.95%-414.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $13,402 | $4,650+188.2% | $3,674+264.8% | $4,299+211.7% |
| Participant deferral / active EE | $1,902 | $4,767-60.1% | $4,083-53.4% | $6,507-70.8% |
| Admin fee / account holder | $1,213 | $6,918-82.5% | $6,065-80.0% | $12,624-90.4% |