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 | $69,060 | $103,376-33.2% | $87,100-20.7% | $152,861-54.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.17% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,615 | $3,220+43.3% | $2,521+83.1% | $4,762-3.1% |
| Participant deferral / active EE | $8,019 | $4,778+67.8% | $4,049+98.1% | $5,850+37.1% |
| Admin fee / account holder | $664 | $12,205-94.6% | $7,497-91.1% | $11,596-94.3% |