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 | $26,989 | $115,770-76.7% | $101,248-73.3% | $158,922-83.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 11.12% | 56.14%-45.0pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,142 | $4,175-24.7% | $3,660-14.1% | $4,761-34.0% |
| Participant deferral / active EE | $6,454 | $4,957+30.2% | $4,370+47.7% | $5,982+7.9% |
| Admin fee / account holder | $10,193 | $7,245+40.7% | $5,945+71.4% | $11,246-9.4% |