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 | $52,440 | $176,812-70.3% | $146,665-64.2% | $167,490-68.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.68% | 24.03%-9.4pp | 22.74%-8.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,672 | $5,160-67.6% | $4,136-59.6% | $4,837-65.4% |
| Participant deferral / active EE | $6,679 | $6,440+3.7% | $5,506+21.3% | $6,341+5.3% |
| Admin fee / account holder | $308 | $13,259-97.7% | $10,280-97.0% | $12,309-97.5% |