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 6-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 | $109,453 | $214,378-48.9% | $200,582-45.4% | $142,382-23.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.09% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $23,217 | $6,841+239.4% | $6,419+261.7% | $4,299+440.1% |
| Participant deferral / active EE | $9,827 | $9,865-0.4% | $9,331+5.3% | $6,507+51.0% |
| Admin fee / account holder | $2,204 | $17,692-87.5% | $16,305-86.5% | $12,624-82.5% |