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 | $155,395 | $110,257+40.9% | $96,544+61.0% | $139,434+11.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.21% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $8,771 | $3,620+142.3% | $2,965+195.8% | $4,751+84.6% |
| Participant deferral / active EE | $11,193 | $5,548+101.8% | $4,851+130.7% | $6,710+66.8% |
| Admin fee / account holder | $21,419 | $11,591+84.8% | $8,252+159.5% | $11,403+87.8% |