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 | $89,234 | $117,983-24.4% | $101,794-12.3% | $142,382-37.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.72% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,010 | $2,773+8.6% | $2,289+31.5% | $4,299-30.0% |
| Participant deferral / active EE | $11,120 | $4,714+135.9% | $4,084+172.3% | $6,507+70.9% |
| Admin fee / account holder | $6,586 | $10,433-36.9% | $8,777-25.0% | $12,624-47.8% |