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 | $111,993 | $226,064-50.5% | $182,532-38.6% | $152,861-26.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 11.97% | 192.51%-180.5pp | 148.54%-136.6pp | 345.32%-333.3pp |
| Employer contribution / active EE | $4,800 | $4,978-3.6% | $4,076+17.8% | $4,762+0.8% |
| Participant deferral / active EE | $12,500 | $6,368+96.3% | $5,524+126.3% | $5,850+113.7% |
| Admin fee / account holder | $1,109 | $10,703-89.6% | $8,592-87.1% | $11,596-90.4% |