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 | $135,634 | $110,261+23.0% | $95,745+41.7% | $139,434-2.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 27.11%-13.1pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,091 | $3,257-5.1% | $2,835+9.0% | $4,751-34.9% |
| Participant deferral / active EE | $24,668 | $4,676+427.6% | $4,245+481.2% | $6,710+267.6% |
| Admin fee / account holder | $16,398 | $6,613+148.0% | $5,678+188.8% | $11,403+43.8% |