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 | $94,800 | $93,571+1.3% | $135,903-30.2% | $75,163+26.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.41% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $4,094 | $3,537+15.7% | $4,856-15.7% | $2,670+53.3% |
| Participant deferral / active EE | $11,812 | $6,404+84.4% | $7,758+52.3% | $4,125+186.3% |
| Admin fee / account holder | $821 | $6,975-88.2% | $10,762-92.4% | $5,651-85.5% |