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 8-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 | $85,502 | $118,450-27.8% | $98,439-13.1% | $139,434-38.7% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 17.92% | 18.94%-1.0pp | 21.16%-3.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,883 | $3,609+35.3% | $3,048+60.2% | $4,751+2.8% |
| Participant deferral / active EE | $9,269 | $5,392+71.9% | $4,738+95.6% | $6,710+38.1% |
| Admin fee / account holder | $7,769 | $14,026-44.6% | $8,948-13.2% | $11,403-31.9% |