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 | $95,006 | $177,572-46.5% | $154,803-38.6% | $142,382-33.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,092 | $4,810+47.4% | $4,305+64.7% | $4,299+65.0% |
| Participant deferral / active EE | $7,848 | $6,272+25.1% | $5,540+41.7% | $6,507+20.6% |
| Admin fee / account holder | $2,092 | $16,786-87.5% | $14,329-85.4% | $12,624-83.4% |