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 | $92,499 | $106,890-13.5% | $84,015+10.1% | $152,861-39.5% |
| Participation rate | 78.9% | 75.2%+3.7pp | 69.0%+9.9pp | 82.4%-3.5pp |
| Annual return | 17.85% | 104.99%-87.1pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $902 | $2,734-67.0% | $1,983-54.5% | $4,762-81.1% |
| Participant deferral / active EE | $1,174 | $4,011-70.7% | $3,239-63.8% | $5,850-79.9% |
| Admin fee / account holder | $2,372 | $8,285-71.4% | $6,101-61.1% | $11,596-79.5% |