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 6-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 | $87,794 | $109,881-20.1% | $150,045-41.5% | $84,808+3.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.11% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $5,837 | $3,561+63.9% | $4,693+24.4% | $2,631+121.9% |
| Participant deferral / active EE | $11,885 | $6,636+79.1% | $7,997+48.6% | $4,212+182.2% |
| Admin fee / account holder | $711 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |