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 6-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 | $78,425 | $65,685+19.4% | $57,179+37.2% | $273,961-71.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.07% | 21.99%-13.9pp | 14.59%-6.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $8,049 | $3,279+145.5% | $2,682+200.1% | $4,869+65.3% |
| Participant deferral / active EE | $7,067 | $3,782+86.9% | $3,096+128.3% | $5,287+33.7% |
| Admin fee / account holder | $13,368 | $4,835+176.5% | $3,139+325.9% | $10,132+31.9% |