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 | $80,328 | $183,519-56.2% | $155,509-48.3% | $145,922-45.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.03% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,228 | $5,313-39.2% | $4,672-30.9% | $4,660-30.7% |
| Participant deferral / active EE | $9,994 | $6,462+54.6% | $5,626+77.6% | $6,688+49.4% |
| Admin fee / account holder | $2,765 | $19,313-85.7% | $15,912-82.6% | $13,397-79.4% |