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 10-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 | $111,599 | $77,419+44.1% | $69,455+60.7% | $152,861-27.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.61% | 39.06%-22.5pp | 28.97%-12.4pp | 345.32%-328.7pp |
| Employer contribution / active EE | $8,712 | $3,315+162.8% | $2,779+213.5% | $4,762+82.9% |
| Participant deferral / active EE | $7,554 | $4,414+71.2% | $3,535+113.7% | $5,850+29.1% |
| Admin fee / account holder | $10,501 | $6,207+69.2% | $3,839+173.5% | $11,596-9.4% |