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 | $218,312 | $369,484-40.9% | $303,047-28.0% | $357,791-39.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 26.32% | 0.42%+25.9pp | 2.47%+23.8pp | 396.79%-370.5pp |
| Employer contribution / active EE | $48,273 | $9,025+434.9% | $7,418+550.8% | $7,508+543.0% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,609 | $49,137-96.7% | $39,333-95.9% | $28,387-94.3% |