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 | $49,892 | $165,984-69.9% | $164,813-69.7% | $145,922-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.28% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $19,074 | $5,273+261.7% | $4,341+339.4% | $4,660+309.4% |
| Participant deferral / active EE | $8,693 | $6,959+24.9% | $6,031+44.1% | $6,688+30.0% |
| Admin fee / account holder | $801 | $16,648-95.2% | $12,690-93.7% | $13,397-94.0% |