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 | $124,123 | $165,335-24.9% | $149,696-17.1% | $158,922-21.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.14% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $5,015 | $5,103-1.7% | $4,644+8.0% | $4,761+5.3% |
| Participant deferral / active EE | $6,134 | $7,181-14.6% | $6,842-10.3% | $5,982+2.5% |
| Admin fee / account holder | $20,030 | $10,807+85.4% | $9,309+115.2% | $11,246+78.1% |