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 7-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 | $130,403 | $159,602-18.3% | $150,045-13.1% | $142,382-8.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 39.47% | 70.24%-30.8pp | 62.55%-23.1pp | 217.08%-177.6pp |
| Employer contribution / active EE | $2,446 | $4,961-50.7% | $4,693-47.9% | $4,299-43.1% |
| Participant deferral / active EE | $9,941 | $8,310+19.6% | $7,997+24.3% | $6,507+52.8% |
| Admin fee / account holder | $713 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |