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 8-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 | $49,540 | $74,888-33.8% | $71,209-30.4% | $142,382-65.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.97% | 345.14%-331.2pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,548 | $2,854-45.8% | $2,721-43.1% | $4,299-64.0% |
| Participant deferral / active EE | $4,417 | $4,454-0.8% | $4,175+5.8% | $6,507-32.1% |
| Admin fee / account holder | $45,695 | $5,568+720.6% | $5,349+754.3% | $12,624+262.0% |