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 | $75,252 | $73,933+1.8% | $96,683-22.2% | $75,163+0.1% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 15.16% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,656 | $2,928+127.3% | $3,737+78.1% | $2,670+149.3% |
| Participant deferral / active EE | $4,600 | $3,659+25.7% | $4,878-5.7% | $4,125+11.5% |
| Admin fee / account holder | $5,956 | $5,216+14.2% | $6,730-11.5% | $5,651+5.4% |