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 | $136,345 | $107,334+27.0% | $92,893+46.8% | $152,861-10.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.63% | 145.58%-126.9pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $12,301 | $4,221+191.4% | $3,653+236.8% | $4,762+158.3% |
| Participant deferral / active EE | $8,202 | $4,845+69.3% | $4,236+93.6% | $5,850+40.2% |
| Admin fee / account holder | $2,243 | $7,079-68.3% | $5,794-61.3% | $11,596-80.7% |