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 7-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 | $79,320 | $89,355-11.2% | $141,162-43.8% | $72,985+8.7% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 27.67% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $4,231 | $3,114+35.9% | $4,735-10.6% | $2,440+73.4% |
| Participant deferral / active EE | $5,375 | $5,418-0.8% | $6,709-19.9% | $3,607+49.0% |
| Admin fee / account holder | $1,577 | $5,958-73.5% | $10,261-84.6% | $5,124-69.2% |