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 3-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 | $54,625 | $159,602-65.8% | $150,045-63.6% | $142,382-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.17% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $4,802 | $4,961-3.2% | $4,693+2.3% | $4,299+11.7% |
| Participant deferral / active EE | $16,813 | $8,310+102.3% | $7,997+110.2% | $6,507+158.4% |
| Admin fee / account holder | $1,021 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |