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 | $163,467 | $99,877+63.7% | $84,966+92.4% | $145,922+12.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $879 | $3,231-72.8% | $2,727-67.8% | $4,660-81.1% |
| Participant deferral / active EE | $5,627 | $5,291+6.4% | $4,519+24.5% | $6,688-15.9% |
| Admin fee / account holder | $1,563 | $7,248-78.4% | $6,149-74.6% | $13,397-88.3% |