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 | $85,509 | $177,572-51.8% | $154,803-44.8% | $142,382-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.83% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,840 | $4,810+0.6% | $4,305+12.4% | $4,299+12.6% |
| Participant deferral / active EE | $12,574 | $6,272+100.5% | $5,540+126.9% | $6,507+93.2% |
| Admin fee / account holder | $861 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |