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 | $39,603 | $197,591-80.0% | $177,821-77.7% | $158,922-75.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.77% | 58.76%-32.0pp | 48.32%-21.6pp | 302.83%-276.1pp |
| Employer contribution / active EE | $4,967 | $6,697-25.8% | $5,918-16.1% | $4,761+4.3% |
| Participant deferral / active EE | $7,278 | $8,405-13.4% | $7,714-5.6% | $5,982+21.7% |
| Admin fee / account holder | $4,451 | $15,399-71.1% | $12,427-64.2% | $11,246-60.4% |