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 | $118,695 | $102,966+15.3% | $90,281+31.5% | $152,861-22.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.26% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $12,095 | $3,139+285.3% | $2,854+323.7% | $4,762+154.0% |
| Participant deferral / active EE | $5,170 | $4,281+20.8% | $3,885+33.1% | $5,850-11.6% |
| Admin fee / account holder | $3,448 | $6,171-44.1% | $5,351-35.6% | $11,596-70.3% |