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 | $39,014 | $127,065-69.3% | $113,168-65.5% | $142,382-72.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.04% | 24.03%-2.0pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,124 | $3,442+19.8% | $2,975+38.6% | $4,299-4.1% |
| Participant deferral / active EE | $9,201 | $5,716+61.0% | $5,107+80.2% | $6,507+41.4% |
| Admin fee / account holder | $1,724 | $15,736-89.0% | $12,068-85.7% | $12,624-86.3% |