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 | $45,844 | $176,812-74.1% | $146,665-68.7% | $167,490-72.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.73% | 24.03%+10.7pp | 22.74%+12.0pp | 478.56%-443.8pp |
| Employer contribution / active EE | $2,668 | $5,160-48.3% | $4,136-35.5% | $4,837-44.8% |
| Participant deferral / active EE | $7,596 | $6,440+18.0% | $5,506+38.0% | $6,341+19.8% |
| Admin fee / account holder | $10,739 | $13,259-19.0% | $10,280+4.5% | $12,309-12.8% |