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 | $56,668 | $127,065-55.4% | $113,168-49.9% | $142,382-60.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.04% | 24.03%+3.0pp | 24.27%+2.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $7,791 | $3,442+126.3% | $2,975+161.9% | $4,299+81.2% |
| Participant deferral / active EE | $8,574 | $5,716+50.0% | $5,107+67.9% | $6,507+31.8% |
| Admin fee / account holder | $6,765 | $15,736-57.0% | $12,068-43.9% | $12,624-46.4% |