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 | $113,345 | $107,334+5.6% | $92,893+22.0% | $152,861-25.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.97% | 145.58%-120.6pp | 109.41%-84.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,171 | $4,221-48.6% | $3,653-40.6% | $4,762-54.4% |
| Participant deferral / active EE | $5,448 | $4,845+12.4% | $4,236+28.6% | $5,850-6.9% |
| Admin fee / account holder | $4,004 | $7,079-43.4% | $5,794-30.9% | $11,596-65.5% |