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 | $104,596 | $114,381-8.6% | $107,525-2.7% | $142,382-26.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.34% | 242.71%-230.4pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $7,126 | $4,015+77.5% | $3,754+89.8% | $4,299+65.8% |
| Participant deferral / active EE | $5,656 | $5,564+1.6% | $5,116+10.6% | $6,507-13.1% |
| Admin fee / account holder | $561 | $9,860-94.3% | $8,919-93.7% | $12,624-95.6% |