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 4-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 | $123,280 | $95,803+28.7% | $113,168+8.9% | $84,808+45.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.30% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $8,625 | $2,360+265.5% | $2,975+189.9% | $2,631+227.8% |
| Participant deferral / active EE | $5,982 | $4,242+41.0% | $5,107+17.1% | $4,212+42.0% |
| Admin fee / account holder | $35,046 | $8,989+289.9% | $12,068+190.4% | $7,344+377.2% |