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 9-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 | $35,937 | $148,534-75.8% | $135,903-73.6% | $139,434-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.23% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,468 | $5,243-33.9% | $4,856-28.6% | $4,751-27.0% |
| Participant deferral / active EE | $7,733 | $8,100-4.5% | $7,758-0.3% | $6,710+15.2% |
| Admin fee / account holder | $425 | $12,400-96.6% | $10,762-96.0% | $11,403-96.3% |