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 7-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 | $87,179 | $179,726-51.5% | $156,263-44.2% | $142,382-38.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.74% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,025 | $5,069-20.6% | $4,333-7.1% | $4,299-6.4% |
| Participant deferral / active EE | $8,153 | $6,956+17.2% | $6,158+32.4% | $6,507+25.3% |
| Admin fee / account holder | $716 | $17,272-95.9% | $14,255-95.0% | $12,624-94.3% |