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 | $79,490 | $99,877-20.4% | $84,966-6.4% | $145,922-45.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.63% | 83.76%-60.1pp | 66.38%-42.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $5,867 | $3,231+81.6% | $2,727+115.1% | $4,660+25.9% |
| Participant deferral / active EE | $31,485 | $5,291+495.1% | $4,519+596.7% | $6,688+370.8% |
| Admin fee / account holder | $7,397 | $7,248+2.1% | $6,149+20.3% | $13,397-44.8% |