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 | $109,129 | $197,591-44.8% | $177,821-38.6% | $158,922-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.74% | 58.76%-44.0pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $23,046 | $6,697+244.1% | $5,918+289.4% | $4,761+384.0% |
| Participant deferral / active EE | $12,784 | $8,405+52.1% | $7,714+65.7% | $5,982+113.7% |
| Admin fee / account holder | $13,529 | $15,399-12.1% | $12,427+8.9% | $11,246+20.3% |