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 | $74,534 | $162,781-54.2% | $133,956-44.4% | $158,922-53.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.47% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,103 | $4,975-17.5% | $3,919+4.7% | $4,761-13.8% |
| Participant deferral / active EE | $9,806 | $5,911+65.9% | $5,048+94.3% | $5,982+63.9% |
| Admin fee / account holder | $8,558 | $11,736-27.1% | $8,927-4.1% | $11,246-23.9% |