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 | $41,379 | $214,378-80.7% | $200,582-79.4% | $142,382-70.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.59% | 46.41%-19.8pp | 42.33%-15.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,003 | $6,841-56.1% | $6,419-53.2% | $4,299-30.1% |
| Participant deferral / active EE | $15,941 | $9,865+61.6% | $9,331+70.8% | $6,507+145.0% |
| Admin fee / account holder | $335 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |