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 | $84,264 | $176,056-52.1% | $159,436-47.1% | $167,490-49.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.84% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,438 | $5,297-72.9% | $4,829-70.2% | $4,837-70.3% |
| Participant deferral / active EE | $10,058 | $7,750+29.8% | $7,352+36.8% | $6,341+58.6% |
| Admin fee / account holder | $419 | $12,554-96.7% | $10,799-96.1% | $12,309-96.6% |