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 | $42,888 | $217,402-80.3% | $185,823-76.9% | $167,490-74.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.30% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,168 | $5,873-46.1% | $5,167-38.7% | $4,837-34.5% |
| Participant deferral / active EE | $6,360 | $6,356+0.1% | $5,568+14.2% | $6,341+0.3% |
| Admin fee / account holder | $805 | $19,811-95.9% | $16,237-95.0% | $12,309-93.5% |