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 4-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 | $88,084 | $110,261-20.1% | $95,745-8.0% | $139,434-36.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.44% | 27.11%-14.7pp | 28.35%-15.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $7,618 | $3,257+133.9% | $2,835+168.7% | $4,751+60.3% |
| Participant deferral / active EE | $1,666 | $4,676-64.4% | $4,245-60.7% | $6,710-75.2% |
| Admin fee / account holder | $2,974 | $6,613-55.0% | $5,678-47.6% | $11,403-73.9% |