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 | $122,129 | $113,935+7.2% | $94,224+29.6% | $125,391-2.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.43% | 5.29%-4.9pp | 10.68%-10.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $961 | $4,727-79.7% | $3,587-73.2% | $4,866-80.3% |
| Participant deferral / active EE | $3,548 | $5,179-31.5% | $4,320-17.9% | $5,352-33.7% |
| Admin fee / account holder | $2,909 | $8,391-65.3% | $6,269-53.6% | $9,540-69.5% |