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 | $121,603 | $53,822+125.9% | $75,696+60.6% | $85,850+41.6% |
| Participation rate | 98.4% | 69.1%+29.4pp | 74.8%+23.6pp | 69.3%+29.1pp |
| Annual return | 15.83% | 24.54%-8.7pp | 104.53%-88.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $10,152 | $2,017+403.4% | $2,743+270.2% | $2,565+295.8% |
| Participant deferral / active EE | $7,049 | $2,895+143.5% | $3,821+84.5% | $3,952+78.4% |
| Admin fee / account holder | $7,977 | $3,343+138.6% | $3,619+120.4% | $6,260+27.4% |