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 | $46,787 | $109,327-57.2% | $89,391-47.7% | $158,922-70.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.24% | 345.68%-333.4pp | 245.62%-233.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $12,377 | $3,170+290.5% | $2,586+378.7% | $4,761+160.0% |
| Participant deferral / active EE | $11,288 | $4,598+145.5% | $3,890+190.2% | $5,982+88.7% |
| Admin fee / account holder | $1,440 | $6,153-76.6% | $4,881-70.5% | $11,246-87.2% |