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 4-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 | $48,824 | $90,348-46.0% | $75,972-35.7% | $145,922-66.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.09% | 620.88%-604.8pp | 359.55%-343.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,806 | $3,311+14.9% | $2,685+41.7% | $4,660-18.3% |
| Participant deferral / active EE | $10,518 | $5,162+103.8% | $4,255+147.2% | $6,688+57.3% |
| Admin fee / account holder | $2,937 | $8,467-65.3% | $6,467-54.6% | $13,397-78.1% |