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 | $130,886 | $115,770+13.1% | $101,248+29.3% | $158,922-17.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.52% | 56.14%-40.6pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,804 | $4,175-8.9% | $3,660+3.9% | $4,761-20.1% |
| Participant deferral / active EE | $7,280 | $4,957+46.9% | $4,370+66.6% | $5,982+21.7% |
| Admin fee / account holder | $8,927 | $7,245+23.2% | $5,945+50.2% | $11,246-20.6% |