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 | $32,561 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.95% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,269 | $4,961+26.4% | $4,693+33.6% | $4,299+45.8% |
| Participant deferral / active EE | $10,469 | $8,310+26.0% | $7,997+30.9% | $6,507+60.9% |
| Admin fee / account holder | $21,538 | $14,846+45.1% | $13,435+60.3% | $12,624+70.6% |