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 | $116,598 | $99,159+17.6% | - | $167,490-30.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 11.51% | 15.94%-4.4pp | - | 478.56%-467.1pp |
| Employer contribution / active EE | $5,226 | $3,061+70.7% | - | $4,837+8.0% |
| Participant deferral / active EE | $5,615 | $4,624+21.5% | - | $6,341-11.4% |
| Admin fee / account holder | $1,981 | $3,125-36.6% | - | $12,309-83.9% |