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 7-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 | $118,516 | $148,534-20.2% | $135,903-12.8% | $139,434-15.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.20% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $11,675 | $5,243+122.7% | $4,856+140.4% | $4,751+145.7% |
| Participant deferral / active EE | $11,225 | $8,100+38.6% | $7,758+44.7% | $6,710+67.3% |
| Admin fee / account holder | $688 | $12,400-94.5% | $10,762-93.6% | $11,403-94.0% |