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 9-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 | $145,611 | $59,101+146.4% | $77,163+88.7% | $75,163+93.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.93% | 26.71%-6.8pp | 37.87%-17.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $12,590 | $1,995+531.0% | $2,535+396.7% | $2,670+371.6% |
| Participant deferral / active EE | $11,948 | $2,999+298.4% | $3,833+211.7% | $4,125+189.6% |
| Admin fee / account holder | $1,325 | $4,774-72.2% | $5,472-75.8% | $5,651-76.6% |