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 4-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 | $59,576 | $100,773-40.9% | $88,946-33.0% | $142,382-58.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.69% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $7,621 | $2,918+161.2% | $2,555+198.3% | $4,299+77.3% |
| Participant deferral / active EE | $12,546 | $5,230+139.9% | $4,581+173.8% | $6,507+92.8% |
| Admin fee / account holder | $1,352 | $9,693-86.1% | $8,261-83.6% | $12,624-89.3% |