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 | $100,518 | $80,717+24.5% | $154,803-35.1% | $84,808+18.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.33% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,067 | $2,761+155.9% | $4,305+64.1% | $2,631+168.6% |
| Participant deferral / active EE | $7,061 | $3,303+113.8% | $5,540+27.4% | $4,212+67.7% |
| Admin fee / account holder | $2,588 | $6,746-61.6% | $14,329-81.9% | $7,344-64.8% |