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 | $50,543 | $110,257-54.2% | $96,544-47.6% | $139,434-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.48% | 26.32%-13.8pp | 25.84%-13.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $6,079 | $3,620+67.9% | $2,965+105.0% | $4,751+28.0% |
| Participant deferral / active EE | $12,660 | $5,548+128.2% | $4,851+161.0% | $6,710+88.7% |
| Admin fee / account holder | $13,547 | $11,591+16.9% | $8,252+64.2% | $11,403+18.8% |