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 5-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 | $58,969 | $114,381-48.4% | $107,525-45.2% | $142,382-58.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.70% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,730 | $4,015+17.8% | $3,754+26.0% | $4,299+10.0% |
| Participant deferral / active EE | $4,481 | $5,564-19.5% | $5,116-12.4% | $6,507-31.1% |
| Admin fee / account holder | $1,164 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |