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 | $78,933 | $157,256-49.8% | $141,162-44.1% | $152,861-48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.26% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,754 | $5,261-28.6% | $4,735-20.7% | $4,762-21.2% |
| Participant deferral / active EE | $7,491 | $7,109+5.4% | $6,709+11.7% | $5,850+28.1% |
| Admin fee / account holder | $460 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |