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 | $52,100 | $217,402-76.0% | $185,823-72.0% | $167,490-68.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.44% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $9,887 | $5,873+68.3% | $5,167+91.3% | $4,837+104.4% |
| Participant deferral / active EE | $8,360 | $6,356+31.5% | $5,568+50.2% | $6,341+31.8% |
| Admin fee / account holder | $2,354 | $19,811-88.1% | $16,237-85.5% | $12,309-80.9% |