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 | $155,917 | $162,781-4.2% | $133,956+16.4% | $158,922-1.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.89% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,350 | $4,975-72.9% | $3,919-65.5% | $4,761-71.6% |
| Participant deferral / active EE | $11,250 | $5,911+90.3% | $5,048+122.9% | $5,982+88.1% |
| Admin fee / account holder | $12,940 | $11,736+10.3% | $8,927+45.0% | $11,246+15.1% |