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 | $92,254 | $177,572-48.0% | $154,803-40.4% | $142,382-35.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.40% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,985 | $4,810-17.2% | $4,305-7.5% | $4,299-7.3% |
| Participant deferral / active EE | $10,386 | $6,272+65.6% | $5,540+87.5% | $6,507+59.6% |
| Admin fee / account holder | $1,468 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |