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 4-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 | $95,749 | $74,927+27.8% | $101,794-5.9% | $84,808+12.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 21.24% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $9,406 | $1,522+518.1% | $2,289+310.9% | $2,631+257.5% |
| Participant deferral / active EE | $11,805 | $3,099+280.9% | $4,084+189.1% | $4,212+180.3% |
| Admin fee / account holder | $5,423 | $6,514-16.8% | $8,777-38.2% | $7,344-26.2% |