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 | $80,620 | $106,584-24.4% | $101,326-20.4% | $142,382-43.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.95% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $17,719 | $3,956+347.9% | $3,665+383.4% | $4,299+312.2% |
| Participant deferral / active EE | $13,391 | $8,297+61.4% | $7,994+67.5% | $6,507+105.8% |
| Admin fee / account holder | $544 | $11,446-95.2% | $11,185-95.1% | $12,624-95.7% |