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 | $63,294 | $102,828-38.4% | $105,387-39.9% | $152,861-58.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.29% | 20.85%-2.6pp | 26.82%-8.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,766 | $4,473-38.2% | $4,213-34.3% | $4,762-41.9% |
| Participant deferral / active EE | $4,158 | $5,465-23.9% | $5,502-24.4% | $5,850-28.9% |
| Admin fee / account holder | $4,618 | $8,683-46.8% | $6,559-29.6% | $11,596-60.2% |