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 | $148,710 | $209,411-29.0% | $178,490-16.7% | $158,922-6.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.24% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $7,599 | $5,706+33.2% | $5,011+51.7% | $4,761+59.6% |
| Participant deferral / active EE | $8,464 | $5,954+42.1% | $5,202+62.7% | $5,982+41.5% |
| Admin fee / account holder | $26,390 | $17,074+54.6% | $13,984+88.7% | $11,246+134.7% |