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 | $62,572 | $165,335-62.2% | $149,696-58.2% | $158,922-60.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.36% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $19,903 | $5,103+290.0% | $4,644+328.5% | $4,761+318.0% |
| Participant deferral / active EE | $9,750 | $7,181+35.8% | $6,842+42.5% | $5,982+63.0% |
| Admin fee / account holder | $339 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |