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 10-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 | $72,395 | $167,307-56.7% | $143,757-49.6% | $134,475-46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 11.85% | 0.46%+11.4pp | -0.04%+11.9pp | 417.96%-406.1pp |
| Employer contribution / active EE | $1,274 | $5,619-77.3% | $4,951-74.3% | $4,740-73.1% |
| Participant deferral / active EE | $7,771 | $6,446+20.6% | $5,637+37.9% | $6,400+21.4% |
| Admin fee / account holder | $230,394 | $18,088+1173.7% | $14,673+1470.2% | $11,426+1916.4% |