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 4-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 | $122,679 | $52,903+131.9% | $73,307+67.4% | $59,632+105.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 3.00% | 12.20%-9.2pp | 5.67%-2.7pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $15,613 | $1,909+718.0% | $3,237+382.3% | $2,203+608.8% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $332 | $3,834-91.3% | $5,637-94.1% | $4,297-92.3% |