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 5-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 | $91,884 | $183,519-49.9% | $155,509-40.9% | $145,922-37.0% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 22.23% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.1pp |
| Employer contribution / active EE | $5,180 | $5,313-2.5% | $4,672+10.9% | $4,660+11.2% |
| Participant deferral / active EE | $9,504 | $6,462+47.1% | $5,626+68.9% | $6,688+42.1% |
| Admin fee / account holder | $1,323 | $19,313-93.2% | $15,912-91.7% | $13,397-90.1% |