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 | $73,320 | $159,602-54.1% | $150,045-51.1% | $142,382-48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.18% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $934 | $4,961-81.2% | $4,693-80.1% | $4,299-78.3% |
| Participant deferral / active EE | $10,076 | $8,310+21.3% | $7,997+26.0% | $6,507+54.8% |
| Admin fee / account holder | $1,455 | $14,846-90.2% | $13,435-89.2% | $12,624-88.5% |