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 4-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 | $50,346 | $177,572-71.6% | $154,803-67.5% | $142,382-64.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.65% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,494 | $4,810+97.4% | $4,305+120.5% | $4,299+120.8% |
| Participant deferral / active EE | $16,269 | $6,272+159.4% | $5,540+193.6% | $6,507+150.0% |
| Admin fee / account holder | $32,483 | $16,786+93.5% | $14,329+126.7% | $12,624+157.3% |