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 | $139,411 | $183,519-24.0% | $155,509-10.4% | $145,922-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,906 | $5,313-7.7% | $4,672+5.0% | $4,660+5.3% |
| Participant deferral / active EE | $3,813 | $6,462-41.0% | $5,626-32.2% | $6,688-43.0% |
| Admin fee / account holder | $17,025 | $19,313-11.8% | $15,912+7.0% | $13,397+27.1% |