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 | $43,146 | $52,380-17.6% | $98,755-56.3% | $85,850-49.7% |
| Participation rate | 89.3% | 58.0%+31.3pp | 65.7%+23.6pp | 69.3%+20.0pp |
| Annual return | 27.99% | 25.82%+2.2pp | 49.91%-21.9pp | 318.53%-290.5pp |
| Employer contribution / active EE | $3,571 | $1,337+167.0% | $2,067+72.7% | $2,565+39.2% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $665 | $3,865-82.8% | $4,076-83.7% | $6,260-89.4% |