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 | $63,958 | $149,734-57.3% | $118,925-46.2% | $158,922-59.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.86% | 19.95%-8.1pp | 35.88%-24.0pp | 302.83%-291.0pp |
| Employer contribution / active EE | $4,053 | $4,115-1.5% | $3,263+24.2% | $4,761-14.9% |
| Participant deferral / active EE | $7,558 | $5,223+44.7% | $4,265+77.2% | $5,982+26.3% |
| Admin fee / account holder | $54,361 | $8,603+531.9% | $6,581+726.1% | $11,246+383.4% |