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 | $127,722 | $183,519-30.4% | $155,509-17.9% | $145,922-12.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.3pp |
| Employer contribution / active EE | $7,069 | $5,313+33.1% | $4,672+51.3% | $4,660+51.7% |
| Participant deferral / active EE | $6,114 | $6,462-5.4% | $5,626+8.7% | $6,688-8.6% |
| Admin fee / account holder | $3,440 | $19,313-82.2% | $15,912-78.4% | $13,397-74.3% |