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 | $82,598 | $118,450-30.3% | $98,439-16.1% | $139,434-40.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.21% | 18.94%-1.7pp | 21.16%-3.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,322 | $3,609-35.7% | $3,048-23.8% | $4,751-51.1% |
| Participant deferral / active EE | $8,880 | $5,392+64.7% | $4,738+87.4% | $6,710+32.3% |
| Admin fee / account holder | $360 | $14,026-97.4% | $8,948-96.0% | $11,403-96.8% |