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 | $75,635 | $159,602-52.6% | $150,045-49.6% | $142,382-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.35% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,809 | $4,961-63.5% | $4,693-61.4% | $4,299-57.9% |
| Participant deferral / active EE | $8,750 | $8,310+5.3% | $7,997+9.4% | $6,507+34.5% |
| Admin fee / account holder | $928 | $14,846-93.8% | $13,435-93.1% | $12,624-92.7% |