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 | $93,316 | $104,664-10.8% | $85,682+8.9% | $167,490-44.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.18% | 21.45%-10.3pp | 21.49%-10.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $7,393 | $3,337+121.5% | $2,618+182.3% | $4,837+52.8% |
| Participant deferral / active EE | $6,002 | $4,824+24.4% | $3,923+53.0% | $6,341-5.3% |
| Admin fee / account holder | $934 | $10,032-90.7% | $6,873-86.4% | $12,309-92.4% |