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 | $128,742 | $117,983+9.1% | $101,794+26.5% | $142,382-9.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.68% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,814 | $2,773+217.9% | $2,289+285.1% | $4,299+105.0% |
| Participant deferral / active EE | $2,957 | $4,714-37.3% | $4,084-27.6% | $6,507-54.6% |
| Admin fee / account holder | $1,050 | $10,433-89.9% | $8,777-88.0% | $12,624-91.7% |