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 10-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 | $73,364 | $165,335-55.6% | $149,696-51.0% | $158,922-53.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.70% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,976 | $5,103-22.1% | $4,644-14.4% | $4,761-16.5% |
| Participant deferral / active EE | $17,318 | $7,181+141.2% | $6,842+153.1% | $5,982+189.5% |
| Admin fee / account holder | $11,515 | $10,807+6.6% | $9,309+23.7% | $11,246+2.4% |