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 | $63,378 | $177,572-64.3% | $154,803-59.1% | $142,382-55.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.98% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,795 | $4,810+41.3% | $4,305+57.8% | $4,299+58.1% |
| Participant deferral / active EE | $16,250 | $6,272+159.1% | $5,540+193.3% | $6,507+149.7% |
| Admin fee / account holder | $7,844 | $16,786-53.3% | $14,329-45.3% | $12,624-37.9% |