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 | $91,575 | $173,345-47.2% | $136,007-32.7% | $145,922-37.2% |
| Participation rate | 95.5% | 80.5%+15.0pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 11.98% | 1163.32%-1151.3pp | 579.32%-567.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,795 | $5,278-66.0% | $4,217-57.4% | $4,660-61.5% |
| Participant deferral / active EE | $10,142 | $8,699+16.6% | $7,025+44.4% | $6,688+51.7% |
| Admin fee / account holder | $13,729 | $9,954+37.9% | $6,858+100.2% | $13,397+2.5% |