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 | $74,465 | $197,591-62.3% | $177,821-58.1% | $158,922-53.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.74% | 58.76%-36.0pp | 48.32%-25.6pp | 302.83%-280.1pp |
| Employer contribution / active EE | $8,325 | $6,697+24.3% | $5,918+40.7% | $4,761+74.9% |
| Participant deferral / active EE | $3,616 | $8,405-57.0% | $7,714-53.1% | $5,982-39.6% |
| Admin fee / account holder | $751 | $15,399-95.1% | $12,427-94.0% | $11,246-93.3% |