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 | $87,995 | $179,726-51.0% | $156,263-43.7% | $142,382-38.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.56% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,707 | $5,069-7.1% | $4,333+8.6% | $4,299+9.5% |
| Participant deferral / active EE | $7,939 | $6,956+14.1% | $6,158+28.9% | $6,507+22.0% |
| Admin fee / account holder | $7,095 | $17,272-58.9% | $14,255-50.2% | $12,624-43.8% |