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 | $85,980 | $185,822-53.7% | $169,993-49.4% | $139,434-38.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.10% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $7,944 | $7,590+4.7% | $6,785+17.1% | $4,751+67.2% |
| Participant deferral / active EE | $9,044 | $11,622-22.2% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $620 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |