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 9-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 | $176,115 | $127,065+38.6% | $113,168+55.6% | $142,382+23.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.94% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,818 | $3,442+40.0% | $2,975+61.9% | $4,299+12.1% |
| Participant deferral / active EE | $16,008 | $5,716+180.0% | $5,107+213.5% | $6,507+146.0% |
| Admin fee / account holder | $3,175 | $15,736-79.8% | $12,068-73.7% | $12,624-74.9% |