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 | $150,189 | $177,572-15.4% | $154,803-3.0% | $142,382+5.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,325 | $4,810-72.5% | $4,305-69.2% | $4,299-69.2% |
| Participant deferral / active EE | $8,781 | $6,272+40.0% | $5,540+58.5% | $6,507+34.9% |
| Admin fee / account holder | $51,053 | $16,786+204.1% | $14,329+256.3% | $12,624+304.4% |