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 6-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 | $75,012 | $148,534-49.5% | $135,903-44.8% | $139,434-46.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.38% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,930 | $5,243-25.0% | $4,856-19.1% | $4,751-17.3% |
| Participant deferral / active EE | $15,668 | $8,100+93.4% | $7,758+102.0% | $6,710+133.5% |
| Admin fee / account holder | $3,629 | $12,400-70.7% | $10,762-66.3% | $11,403-68.2% |