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 | $77,860 | $101,317-23.2% | $146,958-47.0% | $74,495+4.5% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.1pp |
| Annual return | 16.34% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,849 | $3,810-25.2% | $4,933-42.2% | $2,623+8.6% |
| Participant deferral / active EE | $9,174 | $7,303+25.6% | $8,070+13.7% | $4,346+111.1% |
| Admin fee / account holder | $5,425 | $1,739+212.0% | $12,998-58.3% | $1,942+179.4% |