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 10-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 | $81,883 | $148,534-44.9% | $135,903-39.7% | $139,434-41.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.04% | 79.19%-57.2pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $9,008 | $5,243+71.8% | $4,856+85.5% | $4,751+89.6% |
| Participant deferral / active EE | $6,871 | $8,100-15.2% | $7,758-11.4% | $6,710+2.4% |
| Admin fee / account holder | $704 | $12,400-94.3% | $10,762-93.5% | $11,403-93.8% |