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 5-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 | $80,703 | $87,013-7.3% | $106,213-24.0% | $80,856-0.2% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.3%+14.9pp | 67.6%+22.6pp |
| Annual return | 14.94% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $9,267 | $2,395+286.9% | $3,171+192.2% | $2,755+236.4% |
| Participant deferral / active EE | $33,825 | $3,986+748.6% | $5,016+574.4% | $4,296+687.4% |
| Admin fee / account holder | $30,918 | $8,431+266.7% | $11,033+180.2% | $6,918+346.9% |