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 | $43,924 | $209,411-79.0% | $178,490-75.4% | $158,922-72.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.86% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,157 | $5,706-44.7% | $5,011-37.0% | $4,761-33.7% |
| Participant deferral / active EE | $7,087 | $5,954+19.0% | $5,202+36.2% | $5,982+18.5% |
| Admin fee / account holder | $22,056 | $17,074+29.2% | $13,984+57.7% | $11,246+96.1% |