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 7-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 | $40,807 | $159,602-74.4% | $150,045-72.8% | $142,382-71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.35% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,279 | $4,961-54.1% | $4,693-51.4% | $4,299-47.0% |
| Participant deferral / active EE | $8,087 | $8,310-2.7% | $7,997+1.1% | $6,507+24.3% |
| Admin fee / account holder | $665 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |