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 | $46,860 | $214,378-78.1% | $200,582-76.6% | $142,382-67.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.71% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,183 | $6,841-68.1% | $6,419-66.0% | $4,299-49.2% |
| Participant deferral / active EE | $16,495 | $9,865+67.2% | $9,331+76.8% | $6,507+153.5% |
| Admin fee / account holder | $27,221 | $17,692+53.9% | $16,305+67.0% | $12,624+115.6% |