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 4-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 | $58,114 | $165,984-65.0% | $164,813-64.7% | $145,922-60.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 28.27% | 100.03%-71.8pp | 69.93%-41.7pp | 561.29%-533.0pp |
| Employer contribution / active EE | $27,808 | $5,273+427.4% | $4,341+540.6% | $4,660+496.8% |
| Participant deferral / active EE | $8,620 | $6,959+23.9% | $6,031+42.9% | $6,688+28.9% |
| Admin fee / account holder | $574 | $16,648-96.6% | $12,690-95.5% | $13,397-95.7% |