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 9-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 | $64,466 | $148,978-56.7% | $200,582-67.9% | $84,808-24.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.03% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,673 | $4,815-44.5% | $6,419-58.4% | $2,631+1.6% |
| Participant deferral / active EE | $4,284 | $7,142-40.0% | $9,331-54.1% | $4,212+1.7% |
| Admin fee / account holder | $3,142 | $13,977-77.5% | $16,305-80.7% | $7,344-57.2% |