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 | $91,838 | $228,332-59.8% | $185,823-50.6% | $158,922-42.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.43% | 40.80%-28.4pp | 35.95%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $5,613 | $4,967+13.0% | $4,087+37.3% | $4,761+17.9% |
| Participant deferral / active EE | $3,244 | $6,415-49.4% | $5,632-42.4% | $5,982-45.8% |
| Admin fee / account holder | $8,577 | $11,864-27.7% | $9,500-9.7% | $11,246-23.7% |