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 10-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 | $121,521 | $159,602-23.9% | $150,045-19.0% | $142,382-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.49% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,732 | $4,961-44.9% | $4,693-41.8% | $4,299-36.4% |
| Participant deferral / active EE | $15,087 | $8,310+81.5% | $7,997+88.7% | $6,507+131.8% |
| Admin fee / account holder | $43,387 | $14,846+192.2% | $13,435+222.9% | $12,624+243.7% |