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 7-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 | $132,992 | $80,717+64.8% | $154,803-14.1% | $84,808+56.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.55% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $7,219 | $2,761+161.4% | $4,305+67.7% | $2,631+174.4% |
| Participant deferral / active EE | $16,488 | $3,303+399.2% | $5,540+197.6% | $4,212+291.5% |
| Admin fee / account holder | $1,564 | $6,746-76.8% | $14,329-89.1% | $7,344-78.7% |