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 9-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 | $121,271 | $165,335-26.7% | $149,696-19.0% | $158,922-23.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.32% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $22,104 | $5,103+333.2% | $4,644+375.9% | $4,761+364.2% |
| Participant deferral / active EE | $10,425 | $7,181+45.2% | $6,842+52.4% | $5,982+74.3% |
| Admin fee / account holder | $598 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |