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 | $49,838 | $89,698-44.4% | $103,476-51.8% | $80,856-38.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 24.27% | 22.78%+1.5pp | 23.90%+0.4pp | 35.59%-11.3pp |
| Employer contribution / active EE | $4,841 | $4,018+20.5% | $4,672+3.6% | $2,755+75.7% |
| Participant deferral / active EE | $10,853 | $5,456+98.9% | $6,623+63.9% | $4,296+152.6% |
| Admin fee / account holder | $782 | $6,768-88.4% | $9,413-91.7% | $6,918-88.7% |