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 4-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 | $31,241 | $117,983-73.5% | $101,794-69.3% | $142,382-78.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.78% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,720 | $2,773+106.3% | $2,289+149.9% | $4,299+33.0% |
| Participant deferral / active EE | $6,707 | $4,714+42.3% | $4,084+64.2% | $6,507+3.1% |
| Admin fee / account holder | $11,873 | $10,433+13.8% | $8,777+35.3% | $12,624-5.9% |