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 6-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 | $172,949 | $179,726-3.8% | $156,263+10.7% | $142,382+21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.84% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,781 | $5,069-64.9% | $4,333-58.9% | $4,299-58.6% |
| Participant deferral / active EE | $10,235 | $6,956+47.1% | $6,158+66.2% | $6,507+57.3% |
| Admin fee / account holder | $1,928 | $17,272-88.8% | $14,255-86.5% | $12,624-84.7% |