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 9-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 | $122,749 | $81,460+50.7% | $103,333+18.8% | $80,856+51.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $12,031 | $3,105+287.4% | $3,868+211.0% | $2,755+336.7% |
| Participant deferral / active EE | $6,324 | $3,869+63.5% | $5,057+25.0% | $4,296+47.2% |
| Admin fee / account holder | $1,770 | $6,566-73.0% | $8,355-78.8% | $6,918-74.4% |