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 | $28,637 | $101,069-71.7% | $81,478-64.9% | $147,584-80.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.42% | 32.40%-15.0pp | 38.78%-21.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,943 | $3,205-39.4% | $2,568-24.3% | $4,876-60.2% |
| Participant deferral / active EE | $2,755 | $4,242-35.1% | $3,537-22.1% | $5,439-49.4% |
| Admin fee / account holder | $1,333 | $5,812-77.1% | $4,561-70.8% | $10,885-87.8% |