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 3-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 | $31,105 | $100,773-69.1% | $88,946-65.0% | $142,382-78.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.32% | 70.18%-47.9pp | 57.82%-35.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,173 | $2,918+8.7% | $2,555+24.2% | $4,299-26.2% |
| Participant deferral / active EE | $8,133 | $5,230+55.5% | $4,581+77.5% | $6,507+25.0% |
| Admin fee / account holder | $692 | $9,693-92.9% | $8,261-91.6% | $12,624-94.5% |