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 3-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 | $108,583 | $214,378-49.3% | $200,582-45.9% | $142,382-23.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.01% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,739 | $6,841-60.0% | $6,419-57.3% | $4,299-36.3% |
| Participant deferral / active EE | $12,089 | $9,865+22.5% | $9,331+29.6% | $6,507+85.8% |
| Admin fee / account holder | $333 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |