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 9-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 | $75,755 | $62,672+20.9% | $185,117-59.1% | $70,131+8.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 13.80% | 40.79%-27.0pp | 40.50%-26.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $11,498 | $1,753+555.8% | $4,182+175.0% | $2,342+390.9% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,546 | $3,932-9.8% | $8,159-56.5% | $4,645-23.7% |