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 7-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 | $141,393 | $102,828+37.5% | $105,387+34.2% | $152,861-7.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.19% | 20.85%-1.7pp | 26.82%-7.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,182 | $4,473-51.2% | $4,213-48.2% | $4,762-54.2% |
| Participant deferral / active EE | $8,035 | $5,465+47.0% | $5,502+46.0% | $5,850+37.3% |
| Admin fee / account holder | $49,821 | $8,683+473.8% | $6,559+659.6% | $11,596+329.6% |