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 10-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 | $77,401 | $103,376-25.1% | $87,100-11.1% | $152,861-49.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.64% | 28.10%-11.5pp | 28.19%-11.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,381 | $3,220-26.1% | $2,521-5.6% | $4,762-50.0% |
| Participant deferral / active EE | $3,507 | $4,778-26.6% | $4,049-13.4% | $5,850-40.0% |
| Admin fee / account holder | $6,232 | $12,205-48.9% | $7,497-16.9% | $11,596-46.3% |