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 | $132,943 | $126,574+5.0% | $106,213+25.2% | $145,922-8.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.50% | 224.79%-210.3pp | 116.14%-101.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,746 | $3,730+27.2% | $3,171+49.7% | $4,660+1.9% |
| Participant deferral / active EE | $15,731 | $5,724+174.8% | $5,016+213.6% | $6,688+135.2% |
| Admin fee / account holder | $18,874 | $17,304+9.1% | $11,033+71.1% | $13,397+40.9% |