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 | $52,038 | $209,411-75.2% | $178,490-70.8% | $158,922-67.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.16% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $7,399 | $5,706+29.7% | $5,011+47.7% | $4,761+55.4% |
| Participant deferral / active EE | $3,613 | $5,954-39.3% | $5,202-30.5% | $5,982-39.6% |
| Admin fee / account holder | $4,900 | $17,074-71.3% | $13,984-65.0% | $11,246-56.4% |