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 5-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 | $231,666 | $172,478+34.3% | $145,661+59.0% | $142,382+62.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 12.08% | 151.09%-139.0pp | 101.46%-89.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $63,571 | $4,899+1197.6% | $4,238+1400.2% | $4,299+1378.7% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $30,496 | $16,864+80.8% | $12,466+144.6% | $12,624+141.6% |