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 | $92,682 | $159,602-41.9% | $150,045-38.2% | $142,382-34.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.62% | 70.24%-34.6pp | 62.55%-26.9pp | 217.08%-181.5pp |
| Employer contribution / active EE | $8,282 | $4,961+67.0% | $4,693+76.5% | $4,299+92.6% |
| Participant deferral / active EE | $11,831 | $8,310+42.4% | $7,997+47.9% | $6,507+81.8% |
| Admin fee / account holder | $413 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |