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 | $136,099 | $110,502+23.2% | $80,716+68.6% | $167,490-18.7% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 10.03% | 120.54%-110.5pp | 87.28%-77.2pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,040 | $1,543-32.6% | $1,160-10.4% | $4,837-78.5% |
| Participant deferral / active EE | $3,325 | $2,871+15.8% | $2,146+55.0% | $6,341-47.6% |
| Admin fee / account holder | $57,679 | $4,545+1169.2% | $3,380+1606.6% | $12,309+368.6% |