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 9-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 | $86,464 | $114,381-24.4% | $107,525-19.6% | $142,382-39.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.44% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,172 | $4,015-45.9% | $3,754-42.1% | $4,299-49.5% |
| Participant deferral / active EE | $11,180 | $5,564+100.9% | $5,116+118.5% | $6,507+71.8% |
| Admin fee / account holder | $466 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |