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 | $92,130 | $183,963-49.9% | $162,163-43.2% | $152,861-39.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.06% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,681 | $6,371-42.2% | $5,614-34.4% | $4,762-22.7% |
| Participant deferral / active EE | $13,877 | $8,034+72.7% | $7,298+90.1% | $5,850+137.2% |
| Admin fee / account holder | $3,138 | $13,121-76.1% | $10,843-71.1% | $11,596-72.9% |