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 | $48,621 | $74,888-35.1% | $71,209-31.7% | $142,382-65.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.04% | 345.14%-319.1pp | 282.51%-256.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,390 | $2,854-16.3% | $2,721-12.2% | $4,299-44.4% |
| Participant deferral / active EE | $12,436 | $4,454+179.2% | $4,175+197.8% | $6,507+91.1% |
| Admin fee / account holder | $514 | $5,568-90.8% | $5,349-90.4% | $12,624-95.9% |