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 | $87,026 | $227,553-61.8% | $189,557-54.1% | $167,490-48.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.18% | 78.40%-66.2pp | 64.17%-52.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,897 | $5,316-64.3% | $4,412-57.0% | $4,837-60.8% |
| Participant deferral / active EE | $9,375 | $7,002+33.9% | $6,174+51.9% | $6,341+47.8% |
| Admin fee / account holder | $5,030 | $11,878-57.7% | $9,807-48.7% | $12,309-59.1% |