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 | $117,606 | $159,602-26.3% | $150,045-21.6% | $142,382-17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,624 | $4,961-6.8% | $4,693-1.5% | $4,299+7.5% |
| Participant deferral / active EE | $21,757 | $8,310+161.8% | $7,997+172.1% | $6,507+234.4% |
| Admin fee / account holder | $7,732 | $14,846-47.9% | $13,435-42.4% | $12,624-38.8% |