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 | $36,447 | $158,398-77.0% | $126,539-71.2% | $142,382-74.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.05% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,143 | $4,650-32.4% | $3,674-14.5% | $4,299-26.9% |
| Participant deferral / active EE | $4,766 | $4,7670% | $4,083+16.7% | $6,507-26.8% |
| Admin fee / account holder | $3,172 | $6,918-54.1% | $6,065-47.7% | $12,624-74.9% |