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 | $120,741 | $183,963-34.4% | $162,163-25.5% | $152,861-21.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.44% | 150.76%-124.3pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $8,988 | $6,371+41.1% | $5,614+60.1% | $4,762+88.7% |
| Participant deferral / active EE | $16,862 | $8,034+109.9% | $7,298+131.0% | $5,850+188.2% |
| Admin fee / account holder | $1,500 | $13,121-88.6% | $10,843-86.2% | $11,596-87.1% |