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 | $83,191 | $117,983-29.5% | $101,794-18.3% | $142,382-41.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.22% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,580 | $2,773+65.2% | $2,289+100.1% | $4,299+6.5% |
| Participant deferral / active EE | $13,769 | $4,714+192.1% | $4,084+237.1% | $6,507+111.6% |
| Admin fee / account holder | $1,070 | $10,433-89.7% | $8,777-87.8% | $12,624-91.5% |