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 5-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 | $97,773 | $159,602-38.7% | $150,045-34.8% | $142,382-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.90% | 70.24%-57.3pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $15,513 | $4,961+212.7% | $4,693+230.6% | $4,299+260.9% |
| Participant deferral / active EE | $15,049 | $8,310+81.1% | $7,997+88.2% | $6,507+131.3% |
| Admin fee / account holder | $1,199 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |