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 5-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 | $36,323 | $214,378-83.1% | $200,582-81.9% | $142,382-74.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.02% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,839 | $6,841-58.5% | $6,419-55.8% | $4,299-34.0% |
| Participant deferral / active EE | $4,258 | $9,865-56.8% | $9,331-54.4% | $6,507-34.6% |
| Admin fee / account holder | $8,295 | $17,692-53.1% | $16,305-49.1% | $12,624-34.3% |