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 6-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 | $75,075 | $159,602-53.0% | $150,045-50.0% | $142,382-47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.43% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,130 | $4,961-16.8% | $4,693-12.0% | $4,299-3.9% |
| Participant deferral / active EE | $12,550 | $8,310+51.0% | $7,997+56.9% | $6,507+92.9% |
| Admin fee / account holder | $3,222 | $14,846-78.3% | $13,435-76.0% | $12,624-74.5% |