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 | $94,017 | $91,538+2.7% | $129,995-27.7% | $75,163+25.1% |
| Participation rate | 98.1% | 71.4%+26.7pp | 78.5%+19.6pp | 67.2%+30.9pp |
| Annual return | 18.05% | -631.11%+649.2pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,389 | $2,845-16.0% | $4,320-44.7% | $2,670-10.5% |
| Participant deferral / active EE | $3,905 | $4,341-10.0% | $5,820-32.9% | $4,125-5.3% |
| Admin fee / account holder | $11,534 | $6,790+69.9% | $10,614+8.7% | $5,651+104.1% |