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 | $94,938 | $217,402-56.3% | $185,823-48.9% | $167,490-43.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.01% | 148.36%-136.4pp | 122.05%-110.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,956 | $5,873-66.7% | $5,167-62.2% | $4,837-59.6% |
| Participant deferral / active EE | $3,879 | $6,356-39.0% | $5,568-30.3% | $6,341-38.8% |
| Admin fee / account holder | $12,815 | $19,811-35.3% | $16,237-21.1% | $12,309+4.1% |