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 | $75,202 | $162,781-53.8% | $133,956-43.9% | $158,922-52.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.42% | 41.94%-12.5pp | 45.09%-15.7pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,664 | $4,975-66.6% | $3,919-57.5% | $4,761-65.0% |
| Participant deferral / active EE | $8,928 | $5,911+51.0% | $5,048+76.9% | $5,982+49.2% |
| Admin fee / account holder | $1,202 | $11,736-89.8% | $8,927-86.5% | $11,246-89.3% |