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 6-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 | $65,649 | $177,572-63.0% | $154,803-57.6% | $142,382-53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,676 | $4,810-2.8% | $4,305+8.6% | $4,299+8.8% |
| Participant deferral / active EE | $8,622 | $6,272+37.5% | $5,540+55.6% | $6,507+32.5% |
| Admin fee / account holder | $1,645 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |