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 | $59,059 | $112,881-47.7% | $90,951-35.1% | $158,922-62.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.50% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,004 | $2,893-30.7% | $2,122-5.5% | $4,761-57.9% |
| Participant deferral / active EE | $5,853 | $4,128+41.8% | $3,373+73.5% | $5,982-2.2% |
| Admin fee / account holder | $1,591 | $8,041-80.2% | $5,959-73.3% | $11,246-85.9% |