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 5-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 | $37,027 | $214,378-82.7% | $200,582-81.5% | $142,382-74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.19% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,795 | $6,841-59.1% | $6,419-56.5% | $4,299-35.0% |
| Participant deferral / active EE | $7,584 | $9,865-23.1% | $9,331-18.7% | $6,507+16.6% |
| Admin fee / account holder | $648 | $17,692-96.3% | $16,305-96.0% | $12,624-94.9% |