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 6-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 | $121,042 | $214,378-43.5% | $200,582-39.7% | $142,382-15.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 35.82% | 46.41%-10.6pp | 42.33%-6.5pp | 217.08%-181.3pp |
| Employer contribution / active EE | $3,498 | $6,841-48.9% | $6,419-45.5% | $4,299-18.6% |
| Participant deferral / active EE | $11,060 | $9,865+12.1% | $9,331+18.5% | $6,507+70.0% |
| Admin fee / account holder | $530 | $17,692-97.0% | $16,305-96.7% | $12,624-95.8% |