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 | $42,389 | $106,515-60.2% | $96,683-56.2% | $139,434-69.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.58% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,112 | $4,103-24.1% | $3,737-16.7% | $4,751-34.5% |
| Participant deferral / active EE | $4,930 | $5,454-9.6% | $4,878+1.1% | $6,710-26.5% |
| Admin fee / account holder | $498 | $7,877-93.7% | $6,730-92.6% | $11,403-95.6% |