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 | $66,473 | $106,584-37.6% | $101,326-34.4% | $142,382-53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.87% | 36.93%-22.1pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,413 | $3,956+11.6% | $3,665+20.4% | $4,299+2.7% |
| Participant deferral / active EE | $11,577 | $8,297+39.5% | $7,994+44.8% | $6,507+77.9% |
| Admin fee / account holder | $13,692 | $11,446+19.6% | $11,185+22.4% | $12,624+8.5% |