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 | $47,856 | $115,770-58.7% | $101,248-52.7% | $158,922-69.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 11.71% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $16,584 | $4,175+297.3% | $3,660+353.2% | $4,761+248.3% |
| Participant deferral / active EE | $1,625 | $4,957-67.2% | $4,370-62.8% | $5,982-72.8% |
| Admin fee / account holder | $2,781 | $7,245-61.6% | $5,945-53.2% | $11,246-75.3% |