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 | $185,015 | $117,983+56.8% | $101,794+81.8% | $142,382+29.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.16% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $15,985 | $2,773+476.5% | $2,289+598.4% | $4,299+271.8% |
| Participant deferral / active EE | $11,750 | $4,714+149.3% | $4,084+187.7% | $6,507+80.6% |
| Admin fee / account holder | $2,340 | $10,433-77.6% | $8,777-73.3% | $12,624-81.5% |