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 8-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 | $107,495 | $24,730+334.7% | $66,042+62.8% | $84,808+26.8% |
| Participation rate | 94.3% | 68.1%+26.2pp | 67.5%+26.8pp | 68.3%+26.0pp |
| Annual return | 23.97% | 79.55%-55.6pp | 52.11%-28.1pp | 40.90%-16.9pp |
| Employer contribution / active EE | $5,541 | $857+546.8% | $1,579+250.8% | $2,631+110.6% |
| Participant deferral / active EE | $9,924 | $1,737+471.3% | $2,835+250.0% | $4,212+135.6% |
| Admin fee / account holder | $10,048 | $3,014+233.4% | $5,747+74.8% | $7,344+36.8% |