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 | $103,163 | $103,376-0.2% | $87,100+18.4% | $152,861-32.5% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 22.88% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $7,098 | $3,220+120.4% | $2,521+181.5% | $4,762+49.0% |
| Participant deferral / active EE | $3,662 | $4,778-23.3% | $4,049-9.5% | $5,850-37.4% |
| Admin fee / account holder | $1,169 | $12,205-90.4% | $7,497-84.4% | $11,596-89.9% |