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 | $124,871 | $183,519-32.0% | $155,509-19.7% | $145,922-14.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,634 | $5,313-12.8% | $4,672-0.8% | $4,660-0.6% |
| Participant deferral / active EE | $10,056 | $6,462+55.6% | $5,626+78.7% | $6,688+50.4% |
| Admin fee / account holder | $23,558 | $19,313+22.0% | $15,912+48.1% | $13,397+75.8% |