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 | $35,198 | $114,381-69.2% | $107,525-67.3% | $142,382-75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.97% | 242.71%-225.7pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,304 | $4,015+106.9% | $3,754+121.2% | $4,299+93.2% |
| Participant deferral / active EE | $7,410 | $5,564+33.2% | $5,116+44.8% | $6,507+13.9% |
| Admin fee / account holder | $20,649 | $9,860+109.4% | $8,919+131.5% | $12,624+63.6% |