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 | $173,836 | $217,402-20.0% | $185,823-6.5% | $167,490+3.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.42% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,366 | $5,873-59.7% | $5,167-54.2% | $4,837-51.1% |
| Participant deferral / active EE | $10,671 | $6,356+67.9% | $5,568+91.6% | $6,341+68.3% |
| Admin fee / account holder | $1,772 | $19,811-91.1% | $16,237-89.1% | $12,309-85.6% |