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 | $137,021 | $159,901-14.3% | $146,958-6.8% | $145,922-6.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 13.34% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,004 | $5,286+51.4% | $4,933+62.2% | $4,660+71.8% |
| Participant deferral / active EE | $6,849 | $8,428-18.7% | $8,070-15.1% | $6,688+2.4% |
| Admin fee / account holder | $8,426 | $15,044-44.0% | $12,998-35.2% | $13,397-37.1% |