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 | $88,587 | $117,841-24.8% | $102,423-13.5% | $145,922-39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.99% | 31.65%-22.7pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,121 | $3,615-69.0% | $3,023-62.9% | $4,660-75.9% |
| Participant deferral / active EE | $8,470 | $5,731+47.8% | $5,053+67.6% | $6,688+26.7% |
| Admin fee / account holder | $762 | $13,326-94.3% | $9,451-91.9% | $13,397-94.3% |