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 | $75,495 | $95,266-20.8% | $82,389-8.4% | $142,382-47.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 15.63% | 25.74%-10.1pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $10,427 | $2,991+248.6% | $2,517+314.2% | $4,299+142.5% |
| Participant deferral / active EE | $8,413 | $4,809+75.0% | $4,155+102.5% | $6,507+29.3% |
| Admin fee / account holder | $358 | $8,563-95.8% | $7,231-95.1% | $12,624-97.2% |