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 | $107,922 | $117,983-8.5% | $101,794+6.0% | $142,382-24.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 19.98% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,131 | $2,773+49.0% | $2,289+80.5% | $4,299-3.9% |
| Participant deferral / active EE | $6,847 | $4,714+45.3% | $4,084+67.6% | $6,507+5.2% |
| Admin fee / account holder | $4,118 | $10,433-60.5% | $8,777-53.1% | $12,624-67.4% |