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 | $128,270 | $165,335-22.4% | $149,696-14.3% | $158,922-19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.92% | 348.15%-321.2pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $9,408 | $5,103+84.4% | $4,644+102.6% | $4,761+97.6% |
| Participant deferral / active EE | $9,633 | $7,181+34.1% | $6,842+40.8% | $5,982+61.0% |
| Admin fee / account holder | $7,190 | $10,807-33.5% | $9,309-22.8% | $11,246-36.1% |