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 | $60,018 | $177,572-66.2% | $154,803-61.2% | $142,382-57.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.59% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $13,912 | $4,810+189.2% | $4,305+223.1% | $4,299+223.6% |
| Participant deferral / active EE | $5,935 | $6,272-5.4% | $5,540+7.1% | $6,507-8.8% |
| Admin fee / account holder | $564 | $16,786-96.6% | $14,329-96.1% | $12,624-95.5% |