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 | $38,492 | $106,584-63.9% | $101,326-62.0% | $142,382-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.71% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,286 | $3,956-16.9% | $3,665-10.4% | $4,299-23.6% |
| Participant deferral / active EE | $3,918 | $8,297-52.8% | $7,994-51.0% | $6,507-39.8% |
| Admin fee / account holder | $2,299 | $11,446-79.9% | $11,185-79.4% | $12,624-81.8% |