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 | $133,909 | $118,450+13.1% | $98,439+36.0% | $139,434-4.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 18.94%-3.3pp | 21.16%-5.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,804 | $3,609-22.3% | $3,048-8.0% | $4,751-41.0% |
| Participant deferral / active EE | $13,819 | $5,392+156.3% | $4,738+191.7% | $6,710+105.9% |
| Admin fee / account holder | $68,018 | $14,026+384.9% | $8,948+660.2% | $11,403+496.5% |