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 9-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 | $79,172 | $183,519-56.9% | $155,509-49.1% | $145,922-45.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.01% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,649 | $5,313-50.1% | $4,672-43.3% | $4,660-43.1% |
| Participant deferral / active EE | $5,274 | $6,462-18.4% | $5,626-6.3% | $6,688-21.1% |
| Admin fee / account holder | $4,876 | $19,313-74.8% | $15,912-69.4% | $13,397-63.6% |