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 | $98,494 | $105,931-7.0% | $81,930+20.2% | $158,922-38.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.97% | 38.17%-25.2pp | 29.49%-16.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $12,161 | $7,800+55.9% | $4,310+182.1% | $4,761+155.4% |
| Participant deferral / active EE | $12,711 | $13,003-2.3% | $7,107+78.9% | $5,982+112.5% |
| Admin fee / account holder | $22,809 | $8,489+168.7% | $5,158+342.2% | $11,246+102.8% |