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 | $58,942 | $117,983-50.0% | $101,794-42.1% | $142,382-58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.93% | 36.92%-15.0pp | 30.53%-8.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,319 | $2,773+55.8% | $2,289+88.7% | $4,299+0.5% |
| Participant deferral / active EE | $14,236 | $4,714+202.0% | $4,084+248.6% | $6,507+118.8% |
| Admin fee / account holder | $7,774 | $10,433-25.5% | $8,777-11.4% | $12,624-38.4% |