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 9-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 | $97,530 | $106,515-8.4% | $96,683+0.9% | $139,434-30.1% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 16.47% | 38.43%-22.0pp | 35.69%-19.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,013 | $4,103-2.2% | $3,737+7.4% | $4,751-15.5% |
| Participant deferral / active EE | $6,935 | $5,454+27.2% | $4,878+42.2% | $6,710+3.4% |
| Admin fee / account holder | $18,396 | $7,877+133.5% | $6,730+173.4% | $11,403+61.3% |