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 5-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 | $125,718 | $87,705+43.3% | $63,517+97.9% | $125,391+0.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 1.97% | 21.70%-19.7pp | -70.30%+72.3pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,535 | $3,601-57.4% | $2,322-33.9% | $4,866-68.5% |
| Participant deferral / active EE | $1,736 | $3,939-55.9% | $2,953-41.2% | $5,352-67.6% |
| Admin fee / account holder | $6,648 | $11,948-44.4% | $5,892+12.8% | $9,540-30.3% |