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 | $37,395 | $127,065-70.6% | $113,168-67.0% | $142,382-73.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.51% | 24.03%-2.5pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,680 | $3,442-51.2% | $2,975-43.5% | $4,299-60.9% |
| Participant deferral / active EE | $5,030 | $5,716-12.0% | $5,107-1.5% | $6,507-22.7% |
| Admin fee / account holder | $2,828 | $15,736-82.0% | $12,068-76.6% | $12,624-77.6% |