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 | $93,878 | $74,888+25.4% | $71,209+31.8% | $142,382-34.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.43% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,433 | $2,854+20.3% | $2,721+26.2% | $4,299-20.1% |
| Participant deferral / active EE | $10,023 | $4,454+125.0% | $4,175+140.1% | $6,507+54.0% |
| Admin fee / account holder | $20,968 | $5,568+276.6% | $5,349+292.0% | $12,624+66.1% |