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 | $160,278 | $209,411-23.5% | $178,490-10.2% | $158,922+0.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.32% | 188.75%-181.4pp | 151.07%-143.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $5,595 | $5,706-2.0% | $5,011+11.7% | $4,761+17.5% |
| Participant deferral / active EE | $6,171 | $5,954+3.6% | $5,202+18.6% | $5,982+3.2% |
| Admin fee / account holder | $17,530 | $17,074+2.7% | $13,984+25.4% | $11,246+55.9% |