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 | $140,805 | $91,538+53.8% | $129,995+8.3% | $75,163+87.3% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 14.20% | -631.11%+645.3pp | -137.18%+151.4pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,075 | $2,845+8.1% | $4,320-28.8% | $2,670+15.2% |
| Participant deferral / active EE | $6,512 | $4,341+50.0% | $5,820+11.9% | $4,125+57.9% |
| Admin fee / account holder | $82,967 | $6,790+1121.9% | $10,614+681.6% | $5,651+1368.2% |