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 9-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 | $47,418 | $74,888-36.7% | $71,209-33.4% | $142,382-66.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.12% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,003 | $2,854+145.3% | $2,721+157.4% | $4,299+62.9% |
| Participant deferral / active EE | $14,306 | $4,454+221.2% | $4,175+242.6% | $6,507+119.8% |
| Admin fee / account holder | $30,131 | $5,568+441.1% | $5,349+463.3% | $12,624+138.7% |