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 | $34,843 | $115,882-69.9% | $100,516-65.3% | $158,922-78.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.44% | 34.79%-25.4pp | 30.89%-21.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,102 | $4,103-24.4% | $3,418-9.2% | $4,761-34.8% |
| Participant deferral / active EE | $2,956 | $6,674-55.7% | $6,270-52.8% | $5,982-50.6% |
| Admin fee / account holder | $3,797 | $10,995-65.5% | $8,081-53.0% | $11,246-66.2% |