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 | $33,862 | $148,534-77.2% | $135,903-75.1% | $139,434-75.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.91% | 79.19%-38.3pp | 68.23%-27.3pp | 372.94%-332.0pp |
| Employer contribution / active EE | $6,743 | $5,243+28.6% | $4,856+38.9% | $4,751+41.9% |
| Participant deferral / active EE | $12,333 | $8,100+52.3% | $7,758+59.0% | $6,710+83.8% |
| Admin fee / account holder | $8,318 | $12,400-32.9% | $10,762-22.7% | $11,403-27.1% |