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 9-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 | $84,601 | $124,281-31.9% | $109,143-22.5% | $167,490-49.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.75% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,042 | $4,207-27.7% | $3,722-18.3% | $4,837-37.1% |
| Participant deferral / active EE | $7,940 | $5,255+51.1% | $4,653+70.6% | $6,341+25.2% |
| Admin fee / account holder | $1,121 | $7,970-85.9% | $6,752-83.4% | $12,309-90.9% |