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 | $169,496 | $106,890+58.6% | $84,015+101.7% | $152,861+10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.56% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,657 | $2,734-39.4% | $1,983-16.5% | $4,762-65.2% |
| Participant deferral / active EE | $10,626 | $4,011+164.9% | $3,239+228.1% | $5,850+81.6% |
| Admin fee / account holder | $5,061 | $8,285-38.9% | $6,101-17.1% | $11,596-56.4% |