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 | $103,504 | $183,963-43.7% | $162,163-36.2% | $152,861-32.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.05% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $16,634 | $6,371+161.1% | $5,614+196.3% | $4,762+249.3% |
| Participant deferral / active EE | $12,751 | $8,034+58.7% | $7,298+74.7% | $5,850+118.0% |
| Admin fee / account holder | $13,873 | $13,121+5.7% | $10,843+27.9% | $11,596+19.6% |