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 5-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 | $40,449 | $127,065-68.2% | $113,168-64.3% | $142,382-71.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.68% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,111 | $3,442-38.7% | $2,975-29.0% | $4,299-50.9% |
| Participant deferral / active EE | $10,300 | $5,716+80.2% | $5,107+101.7% | $6,507+58.3% |
| Admin fee / account holder | $794 | $15,736-95.0% | $12,068-93.4% | $12,624-93.7% |