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 5-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 | $47,380 | $159,602-70.3% | $150,045-68.4% | $142,382-66.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 51.69% | 70.24%-18.5pp | 62.55%-10.9pp | 217.08%-165.4pp |
| Employer contribution / active EE | $9,648 | $4,961+94.5% | $4,693+105.6% | $4,299+124.4% |
| Participant deferral / active EE | $10,404 | $8,310+25.2% | $7,997+30.1% | $6,507+59.9% |
| Admin fee / account holder | $18,038 | $14,846+21.5% | $13,435+34.3% | $12,624+42.9% |