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 | $90,169 | $99,877-9.7% | $84,966+6.1% | $145,922-38.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 83.76%-72.8pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,215 | $3,231-62.4% | $2,727-55.4% | $4,660-73.9% |
| Participant deferral / active EE | $23,191 | $5,291+338.3% | $4,519+413.2% | $6,688+246.8% |
| Admin fee / account holder | $1,072 | $7,248-85.2% | $6,149-82.6% | $13,397-92.0% |