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 | $115,737 | $217,402-46.8% | $185,823-37.7% | $167,490-30.9% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 12.70% | 148.36%-135.7pp | 122.05%-109.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,577 | $5,873-56.1% | $5,167-50.1% | $4,837-46.7% |
| Participant deferral / active EE | $10,456 | $6,356+64.5% | $5,568+87.8% | $6,341+64.9% |
| Admin fee / account holder | $13,786 | $19,811-30.4% | $16,237-15.1% | $12,309+12.0% |