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 7-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 | $173,156 | $111,754+54.9% | $103,333+67.6% | $145,922+18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $12,075 | $4,212+186.6% | $3,868+212.2% | $4,660+159.1% |
| Participant deferral / active EE | $4,526 | $5,619-19.4% | $5,057-10.5% | $6,688-32.3% |
| Admin fee / account holder | $4,192 | $9,750-57.0% | $8,355-49.8% | $13,397-68.7% |