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 8-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 | $190,294 | $201,272-5.5% | $184,203+3.3% | $145,922+30.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.14% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $24,568 | $7,022+249.9% | $6,427+282.3% | $4,660+427.2% |
| Participant deferral / active EE | $12,750 | $9,806+30.0% | $9,131+39.6% | $6,688+90.6% |
| Admin fee / account holder | $1,014 | $16,364-93.8% | $13,901-92.7% | $13,397-92.4% |