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 8-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 | $41,428 | $159,602-74.0% | $150,045-72.4% | $142,382-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.25% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,534 | $4,961-8.6% | $4,693-3.4% | $4,299+5.5% |
| Participant deferral / active EE | $11,316 | $8,310+36.2% | $7,997+41.5% | $6,507+73.9% |
| Admin fee / account holder | $20,306 | $14,846+36.8% | $13,435+51.1% | $12,624+60.9% |