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 9-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 | $43,687 | $165,335-73.6% | $149,696-70.8% | $158,922-72.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.37% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,402 | $5,103-33.3% | $4,644-26.8% | $4,761-28.6% |
| Participant deferral / active EE | $8,854 | $7,181+23.3% | $6,842+29.4% | $5,982+48.0% |
| Admin fee / account holder | $864 | $10,807-92.0% | $9,309-90.7% | $11,246-92.3% |