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 | $43,917 | $177,572-75.3% | $154,803-71.6% | $142,382-69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.57% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,207 | $4,810+8.2% | $4,305+20.9% | $4,299+21.1% |
| Participant deferral / active EE | $12,809 | $6,272+104.2% | $5,540+131.2% | $6,507+96.8% |
| Admin fee / account holder | $1,586 | $16,786-90.6% | $14,329-88.9% | $12,624-87.4% |