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 | $140,275 | $177,572-21.0% | $154,803-9.4% | $142,382-1.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $7,147 | $4,810+48.6% | $4,305+66.0% | $4,299+66.2% |
| Participant deferral / active EE | $6,973 | $6,272+11.2% | $5,540+25.9% | $6,507+7.2% |
| Admin fee / account holder | $1,470 | $16,786-91.2% | $14,329-89.7% | $12,624-88.4% |