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 | $72,896 | $106,515-31.6% | $96,683-24.6% | $139,434-47.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.84% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,853 | $4,103+42.7% | $3,737+56.6% | $4,751+23.2% |
| Participant deferral / active EE | $7,119 | $5,454+30.5% | $4,878+45.9% | $6,710+6.1% |
| Admin fee / account holder | $972 | $7,877-87.7% | $6,730-85.5% | $11,403-91.5% |