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 | $130,585 | $176,056-25.8% | $159,436-18.1% | $167,490-22.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.29% | 331.75%-321.5pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,034 | $5,297-42.7% | $4,829-37.2% | $4,837-37.3% |
| Participant deferral / active EE | $5,307 | $7,750-31.5% | $7,352-27.8% | $6,341-16.3% |
| Admin fee / account holder | $160,837 | $12,554+1181.2% | $10,799+1389.4% | $12,309+1206.7% |