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 | $78,977 | $138,347-42.9% | $184,203-57.1% | $80,856-2.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.09% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $11,000 | $4,850+126.8% | $6,427+71.2% | $2,755+299.3% |
| Participant deferral / active EE | $16,694 | $7,071+136.1% | $9,131+82.8% | $4,296+288.6% |
| Admin fee / account holder | $7,641 | $10,483-27.1% | $13,901-45.0% | $6,918+10.5% |