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 | $71,891 | $177,572-59.5% | $154,803-53.6% | $142,382-49.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,569 | $4,810+36.6% | $4,305+52.6% | $4,299+52.8% |
| Participant deferral / active EE | $13,800 | $6,272+120.0% | $5,540+149.1% | $6,507+112.1% |
| Admin fee / account holder | $11,820 | $16,786-29.6% | $14,329-17.5% | $12,624-6.4% |