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 8-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 | $103,043 | $210,408-51.0% | $153,485-32.9% | $145,922-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.16% | 13.37%+0.8pp | 15.65%-1.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $9,705 | $6,048+60.5% | $5,039+92.6% | $4,660+108.3% |
| Participant deferral / active EE | $4,566 | $7,975-42.8% | $6,757-32.4% | $6,688-31.7% |
| Admin fee / account holder | $5,612 | $19,419-71.1% | $12,724-55.9% | $13,397-58.1% |