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 | $28,831 | $65,696-56.1% | $56,429-48.9% | $147,584-80.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 10.97% | 13.32%-2.4pp | 19.04%-8.1pp | 578.55%-567.6pp |
| Employer contribution / active EE | $3,283 | $4,121-20.3% | $3,405-3.6% | $4,876-32.7% |
| Participant deferral / active EE | $6,892 | $4,876+41.4% | $3,951+74.4% | $5,439+26.7% |
| Admin fee / account holder | $6,319 | $5,947+6.3% | $4,466+41.5% | $10,885-41.9% |