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 4-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 | $97,845 | $159,901-38.8% | $146,958-33.4% | $145,922-32.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,908 | $5,286-63.9% | $4,933-61.3% | $4,660-59.1% |
| Participant deferral / active EE | $13,306 | $8,428+57.9% | $8,070+64.9% | $6,688+99.0% |
| Admin fee / account holder | $3,240 | $15,044-78.5% | $12,998-75.1% | $13,397-75.8% |