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 4-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 | $39,675 | $48,795-18.7% | $65,493-39.4% | $84,808-53.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.07% | 20.20%-8.1pp | 982.45%-970.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,843 | $1,930+47.3% | $2,574+10.4% | $2,631+8.1% |
| Participant deferral / active EE | $4,623 | $2,928+57.8% | $3,961+16.7% | $4,212+9.8% |
| Admin fee / account holder | $2,788 | $3,877-28.1% | $5,028-44.5% | $7,344-62.0% |