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 6-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 | $106,814 | $107,452-0.6% | $91,541+16.7% | $142,382-25.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.94% | 22.06%-2.1pp | 20.50%-0.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,362 | $2,994+12.3% | $2,505+34.2% | $4,299-21.8% |
| Participant deferral / active EE | $18,375 | $4,754+286.5% | $4,008+358.5% | $6,507+182.4% |
| Admin fee / account holder | $629 | $8,834-92.9% | $6,956-91.0% | $12,624-95.0% |