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 10-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 | $96,665 | $104,251-7.3% | $91,001+6.2% | $147,584-34.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.30% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,007 | $3,116-3.5% | $2,456+22.4% | $4,876-38.3% |
| Participant deferral / active EE | $4,120 | $4,195-1.8% | $3,547+16.1% | $5,439-24.2% |
| Admin fee / account holder | $18,598 | $8,948+107.8% | $5,417+243.3% | $10,885+70.9% |