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 | $110,587 | $108,172+2.2% | $77,482+42.7% | $158,922-30.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.91% | 31.67%-18.8pp | 54.79%-41.9pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,837 | $1,325+38.7% | $986+86.3% | $4,761-61.4% |
| Participant deferral / active EE | $4,824 | $2,456+96.4% | $1,861+159.2% | $5,982-19.4% |
| Admin fee / account holder | $6,534 | $3,708+76.2% | $2,858+128.7% | $11,246-41.9% |