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 | $63,715 | $177,572-64.1% | $154,803-58.8% | $142,382-55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.69% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,674 | $4,810+80.3% | $4,305+101.5% | $4,299+101.8% |
| Participant deferral / active EE | $13,625 | $6,272+117.2% | $5,540+145.9% | $6,507+109.4% |
| Admin fee / account holder | $1,081 | $16,786-93.6% | $14,329-92.5% | $12,624-91.4% |