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 | $80,101 | $109,881-27.1% | $150,045-46.6% | $84,808-5.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,346 | $3,561+50.1% | $4,693+13.9% | $2,631+103.2% |
| Participant deferral / active EE | $9,697 | $6,636+46.1% | $7,997+21.3% | $4,212+130.3% |
| Admin fee / account holder | $1,737 | $8,568-79.7% | $13,435-87.1% | $7,344-76.3% |