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 8-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 | $119,261 | $127,065-6.1% | $113,168+5.4% | $142,382-16.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.71% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,246 | $3,442+23.3% | $2,975+42.7% | $4,299-1.2% |
| Participant deferral / active EE | $12,920 | $5,716+126.0% | $5,107+153.0% | $6,507+98.5% |
| Admin fee / account holder | $816 | $15,736-94.8% | $12,068-93.2% | $12,624-93.5% |