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 | $111,693 | $197,591-43.5% | $177,821-37.2% | $158,922-29.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.81% | 58.76%-40.9pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $13,488 | $6,697+101.4% | $5,918+127.9% | $4,761+183.3% |
| Participant deferral / active EE | $8,669 | $8,405+3.1% | $7,714+12.4% | $5,982+44.9% |
| Admin fee / account holder | $11,343 | $15,399-26.3% | $12,427-8.7% | $11,246+0.9% |