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 | $48,759 | $106,584-54.3% | $101,326-51.9% | $142,382-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.33% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,284 | $3,956+33.6% | $3,665+44.2% | $4,299+22.9% |
| Participant deferral / active EE | $12,913 | $8,297+55.6% | $7,994+61.5% | $6,507+98.4% |
| Admin fee / account holder | $5,211 | $11,446-54.5% | $11,185-53.4% | $12,624-58.7% |