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 4-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 | $63,616 | $177,572-64.2% | $154,803-58.9% | $142,382-55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.47% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,978 | $4,810-58.9% | $4,305-54.0% | $4,299-54.0% |
| Participant deferral / active EE | $11,405 | $6,272+81.9% | $5,540+105.8% | $6,507+75.3% |
| Admin fee / account holder | $1,187 | $16,786-92.9% | $14,329-91.7% | $12,624-90.6% |