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 8-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 | $151,842 | $165,335-8.2% | $149,696+1.4% | $158,922-4.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $9,829 | $5,103+92.6% | $4,644+111.6% | $4,761+106.4% |
| Participant deferral / active EE | $8,186 | $7,181+14.0% | $6,842+19.6% | $5,982+36.8% |
| Admin fee / account holder | $15,961 | $10,807+47.7% | $9,309+71.5% | $11,246+41.9% |