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 | $67,601 | $104,974-35.6% | $95,585-29.3% | $142,382-52.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.80% | 210.33%-198.5pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $18,864 | $2,779+578.9% | $2,527+646.6% | $4,299+338.8% |
| Participant deferral / active EE | $3,850 | $4,352-11.5% | $4,023-4.3% | $6,507-40.8% |
| Admin fee / account holder | $767 | $6,386-88.0% | $6,127-87.5% | $12,624-93.9% |