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 | $110,894 | $111,754-0.8% | $103,333+7.3% | $145,922-24.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,197 | $4,212-71.6% | $3,868-69.1% | $4,660-74.3% |
| Participant deferral / active EE | $2,910 | $5,619-48.2% | $5,057-42.5% | $6,688-56.5% |
| Admin fee / account holder | $704 | $9,750-92.8% | $8,355-91.6% | $13,397-94.7% |