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 | $47,710 | $209,832-77.3% | $189,513-74.8% | $167,490-71.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.36% | 748.27%-728.9pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $4,287 | $6,914-38.0% | $6,162-30.4% | $4,837-11.4% |
| Participant deferral / active EE | $7,463 | $8,935-16.5% | $8,221-9.2% | $6,341+17.7% |
| Admin fee / account holder | $477 | $14,293-96.7% | $12,045-96.0% | $12,309-96.1% |