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 | $75,121 | $114,381-34.3% | $107,525-30.1% | $142,382-47.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 12.13% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $8,650 | $4,015+115.5% | $3,754+130.4% | $4,299+101.2% |
| Participant deferral / active EE | $3,583 | $5,564-35.6% | $5,116-30.0% | $6,507-44.9% |
| Admin fee / account holder | $1,008 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |