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 | $91,001 | $148,978-38.9% | $200,582-54.6% | $84,808+7.3% |
| Participation rate | 82.4% | 84.2%-1.9pp | 86.9%-4.5pp | 68.3%+14.0pp |
| Annual return | 18.85% | 28.16%-9.3pp | 42.33%-23.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,345 | $4,815-9.8% | $6,419-32.3% | $2,631+65.1% |
| Participant deferral / active EE | $4,611 | $7,142-35.4% | $9,331-50.6% | $4,212+9.5% |
| Admin fee / account holder | $9,926 | $13,977-29.0% | $16,305-39.1% | $7,344+35.2% |