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 | $141,303 | $95,266+48.3% | $82,389+71.5% | $142,382-0.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.96% | 25.74%-7.8pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,687 | $2,991+23.3% | $2,517+46.5% | $4,299-14.2% |
| Participant deferral / active EE | $11,804 | $4,809+145.4% | $4,155+184.1% | $6,507+81.4% |
| Admin fee / account holder | $1,138 | $8,563-86.7% | $7,231-84.3% | $12,624-91.0% |