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 | $160,685 | $112,096+43.3% | $95,952+67.5% | $158,922+1.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.51% | 171.09%-151.6pp | 91.61%-72.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,782 | $3,198-13.0% | $2,541+9.5% | $4,761-41.6% |
| Participant deferral / active EE | $11,598 | $4,784+142.4% | $4,167+178.3% | $5,982+93.9% |
| Admin fee / account holder | $13,032 | $10,130+28.6% | $6,795+91.8% | $11,246+15.9% |