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 5-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 | $61,328 | $214,378-71.4% | $200,582-69.4% | $142,382-56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.61% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,470 | $6,841-78.5% | $6,419-77.1% | $4,299-65.8% |
| Participant deferral / active EE | $12,020 | $9,865+21.8% | $9,331+28.8% | $6,507+84.7% |
| Admin fee / account holder | $1,796 | $17,692-89.9% | $16,305-89.0% | $12,624-85.8% |