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 6-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 | $87,038 | $159,602-45.5% | $150,045-42.0% | $142,382-38.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 21.43% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,500 | $4,961-9.3% | $4,693-4.1% | $4,299+4.7% |
| Participant deferral / active EE | $11,659 | $8,310+40.3% | $7,997+45.8% | $6,507+79.2% |
| Admin fee / account holder | $5,542 | $14,846-62.7% | $13,435-58.7% | $12,624-56.1% |