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 | $59,973 | $179,726-66.6% | $156,263-61.6% | $142,382-57.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.33% | 77.86%-55.5pp | 59.47%-37.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $9,922 | $5,069+95.7% | $4,333+129.0% | $4,299+130.8% |
| Participant deferral / active EE | $12,410 | $6,956+78.4% | $6,158+101.5% | $6,507+90.7% |
| Admin fee / account holder | $311 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |