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 | $95,176 | $114,381-16.8% | $107,525-11.5% | $142,382-33.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.32% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,385 | $4,015+9.2% | $3,754+16.8% | $4,299+2.0% |
| Participant deferral / active EE | $16,350 | $5,564+193.8% | $5,116+219.6% | $6,507+151.3% |
| Admin fee / account holder | $7,023 | $9,860-28.8% | $8,919-21.3% | $12,624-44.4% |