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 | $181,783 | $127,777+42.3% | $106,548+70.6% | $167,490+8.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.82% | 33.87%-18.1pp | 26.80%-11.0pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,044 | $3,427+18.0% | $2,819+43.4% | $4,837-16.4% |
| Participant deferral / active EE | $11,794 | $5,087+131.8% | $4,398+168.2% | $6,341+86.0% |
| Admin fee / account holder | $1,775 | $11,228-84.2% | $7,407-76.0% | $12,309-85.6% |