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 7-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 | $52,573 | $99,877-47.4% | $84,966-38.1% | $145,922-64.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.26% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $6,388 | $3,231+97.7% | $2,727+134.2% | $4,660+37.1% |
| Participant deferral / active EE | $7,055 | $5,291+33.4% | $4,519+56.1% | $6,688+5.5% |
| Admin fee / account holder | $1,511 | $7,248-79.2% | $6,149-75.4% | $13,397-88.7% |