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 4-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 | $107,530 | $179,726-40.2% | $156,263-31.2% | $142,382-24.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.61% | 77.86%-65.2pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,958 | $5,069+17.5% | $4,333+37.5% | $4,299+38.6% |
| Participant deferral / active EE | $12,398 | $6,956+78.2% | $6,158+101.3% | $6,507+90.5% |
| Admin fee / account holder | $5,829 | $17,272-66.3% | $14,255-59.1% | $12,624-53.8% |