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 6-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 | $74,433 | $159,602-53.4% | $150,045-50.4% | $142,382-47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.18% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,680 | $4,961+115.3% | $4,693+127.6% | $4,299+148.4% |
| Participant deferral / active EE | $6,365 | $8,310-23.4% | $7,997-20.4% | $6,507-2.2% |
| Admin fee / account holder | $5,638 | $14,846-62.0% | $13,435-58.0% | $12,624-55.3% |