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 | $127,899 | $214,378-40.3% | $200,582-36.2% | $142,382-10.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.27% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $30,133 | $6,841+340.4% | $6,419+369.4% | $4,299+600.9% |
| Participant deferral / active EE | $17,083 | $9,865+73.2% | $9,331+83.1% | $6,507+162.5% |
| Admin fee / account holder | $7,094 | $17,692-59.9% | $16,305-56.5% | $12,624-43.8% |