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 | $130,682 | $114,381+14.3% | $107,525+21.5% | $142,382-8.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.07% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,965 | $4,015+23.7% | $3,754+32.3% | $4,299+15.5% |
| Participant deferral / active EE | $10,381 | $5,564+86.6% | $5,116+102.9% | $6,507+59.5% |
| Admin fee / account holder | $1,304 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |