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 | $36,760 | $80,968-54.6% | $96,544-61.9% | $75,163-51.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.19% | 27.06%-6.9pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $6,396 | $2,282+180.3% | $2,965+115.7% | $2,670+139.6% |
| Participant deferral / active EE | $7,950 | $3,928+102.4% | $4,851+63.9% | $4,125+92.7% |
| Admin fee / account holder | $4,209 | $6,724-37.4% | $8,252-49.0% | $5,651-25.5% |