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 7-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 | $102,551 | $115,770-11.4% | $101,248+1.3% | $158,922-35.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.24% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $5,655 | $4,175+35.5% | $3,660+54.5% | $4,761+18.8% |
| Participant deferral / active EE | $18,345 | $4,957+270.1% | $4,370+319.8% | $5,982+206.7% |
| Admin fee / account holder | $585 | $7,245-91.9% | $5,945-90.2% | $11,246-94.8% |