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 3-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 | $93,599 | $118,427-21.0% | $66,042+41.7% | $142,382-34.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.35% | 35.57%-20.2pp | 52.11%-36.8pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,800 | $2,570+203.5% | $1,579+393.9% | $4,299+81.4% |
| Participant deferral / active EE | $14,085 | $4,311+226.7% | $2,835+396.7% | $6,507+116.5% |
| Admin fee / account holder | $939 | $9,593-90.2% | $5,747-83.7% | $12,624-92.6% |