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 3-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 | $57,094 | $106,584-46.4% | $101,326-43.7% | $142,382-59.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.05% | 36.93%-12.9pp | 36.82%-12.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $20,155 | $3,956+409.5% | $3,665+449.9% | $4,299+368.8% |
| Participant deferral / active EE | $9,952 | $8,297+20.0% | $7,994+24.5% | $6,507+52.9% |
| Admin fee / account holder | $813 | $11,446-92.9% | $11,185-92.7% | $12,624-93.6% |