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 | $122,615 | $228,332-46.3% | $185,823-34.0% | $158,922-22.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 19.35% | 40.80%-21.5pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,359 | $4,967-72.6% | $4,087-66.8% | $4,761-71.5% |
| Participant deferral / active EE | $10,685 | $6,415+66.6% | $5,632+89.7% | $5,982+78.6% |
| Admin fee / account holder | $3,336 | $11,864-71.9% | $9,500-64.9% | $11,246-70.3% |