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 | $152,771 | $104,664+46.0% | $85,682+78.3% | $167,490-8.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.49% | 21.45%-5.0pp | 21.49%-5.0pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,268 | $3,337-2.1% | $2,618+24.8% | $4,837-32.4% |
| Participant deferral / active EE | $5,979 | $4,824+23.9% | $3,923+52.4% | $6,341-5.7% |
| Admin fee / account holder | $29,575 | $10,032+194.8% | $6,873+330.3% | $12,309+140.3% |