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 | $103,828 | $159,602-34.9% | $150,045-30.8% | $142,382-27.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.62% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,589 | $4,961-7.5% | $4,693-2.2% | $4,299+6.7% |
| Participant deferral / active EE | $7,741 | $8,310-6.9% | $7,997-3.2% | $6,507+19.0% |
| Admin fee / account holder | $1,466 | $14,846-90.1% | $13,435-89.1% | $12,624-88.4% |