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 | $46,012 | $159,602-71.2% | $150,045-69.3% | $142,382-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.73% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $8,044 | $4,961+62.2% | $4,693+71.4% | $4,299+87.1% |
| Participant deferral / active EE | $8,739 | $8,310+5.2% | $7,997+9.3% | $6,507+34.3% |
| Admin fee / account holder | $3,126 | $14,846-78.9% | $13,435-76.7% | $12,624-75.2% |