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 | $41,267 | $177,572-76.8% | $154,803-73.3% | $142,382-71.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 861.58% | 65.07%+796.5pp | 58.88%+802.7pp | 217.08%+644.5pp |
| Employer contribution / active EE | $3,134 | $4,810-34.9% | $4,305-27.2% | $4,299-27.1% |
| Participant deferral / active EE | $4,534 | $6,272-27.7% | $5,540-18.2% | $6,507-30.3% |
| Admin fee / account holder | $1,803 | $16,786-89.3% | $14,329-87.4% | $12,624-85.7% |