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 | $125,932 | $87,013+44.7% | $106,213+18.6% | $80,856+55.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.35% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,384 | $2,395+124.8% | $3,171+69.8% | $2,755+95.5% |
| Participant deferral / active EE | $7,341 | $3,986+84.2% | $5,016+46.4% | $4,296+70.9% |
| Admin fee / account holder | $13,799 | $8,431+63.7% | $11,033+25.1% | $6,918+99.5% |