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 | $104,618 | $148,534-29.6% | $135,903-23.0% | $139,434-25.0% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 18.79% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,609 | $5,243-12.1% | $4,856-5.1% | $4,751-3.0% |
| Participant deferral / active EE | $8,502 | $8,100+5.0% | $7,758+9.6% | $6,710+26.7% |
| Admin fee / account holder | $38,059 | $12,400+206.9% | $10,762+253.6% | $11,403+233.8% |