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 | $71,636 | $159,602-55.1% | $150,045-52.3% | $142,382-49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.36% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $6,999 | $4,961+41.1% | $4,693+49.1% | $4,299+62.8% |
| Participant deferral / active EE | $25,249 | $8,310+203.8% | $7,997+215.7% | $6,507+288.0% |
| Admin fee / account holder | $28,704 | $14,846+93.3% | $13,435+113.7% | $12,624+127.4% |