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 4-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 | $109,120 | $117,983-7.5% | $101,794+7.2% | $142,382-23.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.22% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $10,617 | $2,773+282.9% | $2,289+363.9% | $4,299+147.0% |
| Participant deferral / active EE | $14,396 | $4,714+205.4% | $4,084+252.5% | $6,507+121.2% |
| Admin fee / account holder | $801 | $10,433-92.3% | $8,777-90.9% | $12,624-93.7% |