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 | $33,643 | $99,652-66.2% | $78,778-57.3% | $147,584-77.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.29% | 47.28%-32.0pp | 35.62%-20.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $6,728 | $2,796+140.7% | $1,986+238.8% | $4,876+38.0% |
| Participant deferral / active EE | $1,153 | $3,664-68.5% | $2,958-61.0% | $5,439-78.8% |
| Admin fee / account holder | $352 | $7,155-95.1% | $5,134-93.1% | $10,885-96.8% |