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 9-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 | $92,086 | $117,983-21.9% | $101,794-9.5% | $142,382-35.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 13.22% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,179 | $2,773-21.4% | $2,289-4.8% | $4,299-49.3% |
| Participant deferral / active EE | $5,011 | $4,714+6.3% | $4,084+22.7% | $6,507-23.0% |
| Admin fee / account holder | $1,028 | $10,433-90.2% | $8,777-88.3% | $12,624-91.9% |