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 | $50,867 | $77,419-34.3% | $69,455-26.8% | $152,861-66.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.36% | 39.06%-31.7pp | 28.97%-21.6pp | 345.32%-338.0pp |
| Employer contribution / active EE | $18,437 | $3,315+456.1% | $2,779+563.4% | $4,762+287.1% |
| Participant deferral / active EE | $22,275 | $4,414+404.7% | $3,535+530.0% | $5,850+280.8% |
| Admin fee / account holder | $8,417 | $6,207+35.6% | $3,839+119.2% | $11,596-27.4% |