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 6-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 | $36,894 | $148,534-75.2% | $135,903-72.9% | $139,434-73.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.33% | 79.19%-52.9pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $4,389 | $5,243-16.3% | $4,856-9.6% | $4,751-7.6% |
| Participant deferral / active EE | $17,290 | $8,100+113.5% | $7,758+122.9% | $6,710+157.7% |
| Admin fee / account holder | $10,008 | $12,400-19.3% | $10,762-7.0% | $11,403-12.2% |