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 | $87,766 | $58,208+50.8% | $81,812+7.3% | $80,856+8.5% |
| Participation rate | 96.8% | 63.4%+33.4pp | 72.3%+24.4pp | 67.6%+29.1pp |
| Annual return | 15.11% | 41.66%-26.5pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,406 | $2,340+173.8% | $2,912+120.0% | $2,755+132.5% |
| Participant deferral / active EE | $8,841 | $3,281+169.5% | $4,319+104.7% | $4,296+105.8% |
| Admin fee / account holder | $4,875 | $4,981-2.1% | $7,386-34.0% | $6,918-29.5% |