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 5-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 | $55,149 | $107,452-48.7% | $91,541-39.8% | $142,382-61.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.23% | 22.06%-8.8pp | 20.50%-7.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,426 | $2,994-52.4% | $2,505-43.1% | $4,299-66.8% |
| Participant deferral / active EE | $2,940 | $4,754-38.2% | $4,008-26.7% | $6,507-54.8% |
| Admin fee / account holder | $10,617 | $8,834+20.2% | $6,956+52.6% | $12,624-15.9% |