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 3-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 | $49,722 | $159,901-68.9% | $146,958-66.2% | $145,922-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.80% | 98.13%-73.3pp | 418.34%-393.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,769 | $5,286-28.7% | $4,933-23.6% | $4,660-19.1% |
| Participant deferral / active EE | $12,777 | $8,428+51.6% | $8,070+58.3% | $6,688+91.1% |
| Admin fee / account holder | $458 | $15,044-97.0% | $12,998-96.5% | $13,397-96.6% |