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 6-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 | $50,581 | $60,022-15.7% | $88,946-43.1% | $84,808-40.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 21.47% | 22.43%-1.0pp | 57.82%-36.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $5,879 | $1,703+245.3% | $2,555+130.1% | $2,631+123.5% |
| Participant deferral / active EE | $11,324 | $3,114+263.7% | $4,581+147.2% | $4,212+168.9% |
| Admin fee / account holder | $7,149 | $4,811+48.6% | $8,261-13.5% | $7,344-2.7% |