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 | $123,862 | $185,822-33.3% | $169,993-27.1% | $139,434-11.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.79% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,163 | $7,590-71.5% | $6,785-68.1% | $4,751-54.5% |
| Participant deferral / active EE | $5,707 | $11,622-50.9% | $10,408-45.2% | $6,710-15.0% |
| Admin fee / account holder | $4,809 | $15,381-68.7% | $12,815-62.5% | $11,403-57.8% |