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 8-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 | $50,459 | $105,126-52.0% | $94,646-46.7% | $139,434-63.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.19% | 38.03%-17.8pp | 156.71%-136.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $5,492 | $4,106+33.8% | $3,672+49.5% | $4,751+15.6% |
| Participant deferral / active EE | $15,968 | $7,599+110.1% | $7,418+115.3% | $6,710+138.0% |
| Admin fee / account holder | $3,434 | $8,984-61.8% | $7,231-52.5% | $11,403-69.9% |