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 7-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 | $103,848 | $80,968+28.3% | $96,544+7.6% | $75,163+38.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.29% | 27.06%-3.8pp | 25.84%-2.6pp | 160.62%-137.3pp |
| Employer contribution / active EE | $1,831 | $2,282-19.8% | $2,965-38.3% | $2,670-31.4% |
| Participant deferral / active EE | $6,707 | $3,928+70.8% | $4,851+38.3% | $4,125+62.6% |
| Admin fee / account holder | $896 | $6,724-86.7% | $8,252-89.1% | $5,651-84.1% |