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 | $120,735 | $209,411-42.3% | $178,490-32.4% | $158,922-24.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.43% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $7,702 | $5,706+35.0% | $5,011+53.7% | $4,761+61.8% |
| Participant deferral / active EE | $6,510 | $5,954+9.3% | $5,202+25.2% | $5,982+8.8% |
| Admin fee / account holder | $820 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |