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 8-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 | $142,478 | $95,266+49.6% | $82,389+72.9% | $142,382+0.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.16% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,213 | $2,991+40.8% | $2,517+67.4% | $4,299-2.0% |
| Participant deferral / active EE | $2,947 | $4,809-38.7% | $4,155-29.1% | $6,507-54.7% |
| Admin fee / account holder | $23,586 | $8,563+175.4% | $7,231+226.2% | $12,624+86.8% |