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 | $39,314 | $106,584-63.1% | $101,326-61.2% | $142,382-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.87% | 36.93%-13.1pp | 36.82%-12.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,554 | $3,956+15.1% | $3,665+24.3% | $4,299+5.9% |
| Participant deferral / active EE | $13,545 | $8,297+63.2% | $7,994+69.4% | $6,507+108.1% |
| Admin fee / account holder | $927 | $11,446-91.9% | $11,185-91.7% | $12,624-92.7% |