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 | $29,635 | $159,602-81.4% | $150,045-80.2% | $142,382-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.23% | 70.24%-35.0pp | 62.55%-27.3pp | 217.08%-181.8pp |
| Employer contribution / active EE | $5,861 | $4,961+18.1% | $4,693+24.9% | $4,299+36.3% |
| Participant deferral / active EE | $17,587 | $8,310+111.6% | $7,997+119.9% | $6,507+170.3% |
| Admin fee / account holder | $22,200 | $14,846+49.5% | $13,435+65.2% | $12,624+75.9% |