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 | $82,982 | $148,534-44.1% | $135,903-38.9% | $139,434-40.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.50% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $5,652 | $5,243+7.8% | $4,856+16.4% | $4,751+19.0% |
| Participant deferral / active EE | $12,702 | $8,100+56.8% | $7,758+63.7% | $6,710+89.3% |
| Admin fee / account holder | $6,784 | $12,400-45.3% | $10,762-37.0% | $11,403-40.5% |