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 | $72,964 | $210,648-65.4% | $177,989-59.0% | $145,922-50.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.70% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $6,751 | $4,565+47.9% | $3,949+71.0% | $4,660+44.9% |
| Participant deferral / active EE | $6,615 | $6,958-4.9% | $6,276+5.4% | $6,688-1.1% |
| Admin fee / account holder | $503 | $12,013-95.8% | $10,363-95.1% | $13,397-96.2% |