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 | $72,400 | $177,572-59.2% | $154,803-53.2% | $142,382-49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.79% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,409 | $4,810-49.9% | $4,305-44.1% | $4,299-44.0% |
| Participant deferral / active EE | $13,875 | $6,272+121.2% | $5,540+150.4% | $6,507+113.2% |
| Admin fee / account holder | $855 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |