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 4-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 | $40,520 | $95,266-57.5% | $82,389-50.8% | $142,382-71.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.47% | 25.74%-2.3pp | 28.67%-5.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,482 | $2,991+16.4% | $2,517+38.3% | $4,299-19.0% |
| Participant deferral / active EE | $11,458 | $4,809+138.3% | $4,155+175.8% | $6,507+76.1% |
| Admin fee / account holder | $534 | $8,563-93.8% | $7,231-92.6% | $12,624-95.8% |