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 3-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 | $158,115 | $32,708+383.4% | - | $75,163+110.4% |
| Participation rate | 83.3% | 51.7%+31.7pp | - | 67.2%+16.1pp |
| Annual return | 23.91% | 25.58%-1.7pp | - | 160.62%-136.7pp |
| Employer contribution / active EE | $5,809 | $1,809+221.2% | - | $2,670+117.6% |
| Participant deferral / active EE | $14,432 | $2,223+549.3% | - | $4,125+249.9% |
| Admin fee / account holder | $8,091 | $3,179+154.6% | - | $5,651+43.2% |