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 | $213,211 | $80,968+163.3% | $96,544+120.8% | $75,163+183.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.17% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $11,713 | $2,282+413.3% | $2,965+295.0% | $2,670+338.7% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,236 | $6,724-22.1% | $8,252-36.5% | $5,651-7.3% |