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 | $110,163 | $127,065-13.3% | $113,168-2.7% | $142,382-22.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.83% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $25,356 | $3,442+636.6% | $2,975+752.2% | $4,299+489.8% |
| Participant deferral / active EE | $26,847 | $5,716+369.7% | $5,107+425.7% | $6,507+312.6% |
| Admin fee / account holder | $18,257 | $15,736+16.0% | $12,068+51.3% | $12,624+44.6% |