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 | $158,930 | $124,281+27.9% | $109,143+45.6% | $167,490-5.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.69% | 26.04%-10.3pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $6,264 | $4,207+48.9% | $3,722+68.3% | $4,837+29.5% |
| Participant deferral / active EE | $2,722 | $5,255-48.2% | $4,653-41.5% | $6,341-57.1% |
| Admin fee / account holder | $3,320 | $7,970-58.3% | $6,752-50.8% | $12,309-73.0% |