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 | $163,883 | $117,381+39.6% | $99,443+64.8% | $152,861+7.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 28.38% | 31.87%-3.5pp | 30.72%-2.3pp | 345.32%-316.9pp |
| Employer contribution / active EE | $11,170 | $3,013+270.8% | $2,540+339.8% | $4,762+134.6% |
| Participant deferral / active EE | $6,695 | $4,086+63.9% | $3,619+85.0% | $5,850+14.4% |
| Admin fee / account holder | $803 | $7,631-89.5% | $6,250-87.2% | $11,596-93.1% |