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 7-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 | $51,675 | $77,419-33.3% | $69,455-25.6% | $152,861-66.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 22.66% | 39.06%-16.4pp | 28.97%-6.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,243 | $3,315+28.0% | $2,779+52.7% | $4,762-10.9% |
| Participant deferral / active EE | $8,048 | $4,414+82.3% | $3,535+127.6% | $5,850+37.6% |
| Admin fee / account holder | $41,620 | $6,207+570.6% | $3,839+984.0% | $11,596+258.9% |