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 | $64,816 | $163,101-60.3% | $136,749-52.6% | $142,382-54.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.31% | 27.54%-8.2pp | 24.33%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,000 | $4,117-27.1% | $3,400-11.8% | $4,299-30.2% |
| Participant deferral / active EE | $18,167 | $5,585+225.3% | $4,692+287.2% | $6,507+179.2% |
| Admin fee / account holder | $6,622 | $14,318-53.8% | $11,386-41.8% | $12,624-47.5% |