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 | $158,128 | $198,466-20.3% | $170,442-7.2% | $147,584+7.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.64% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $11,633 | $6,184+88.1% | $5,433+114.1% | $4,876+138.6% |
| Participant deferral / active EE | $4,136 | $5,629-26.5% | $4,939-16.3% | $5,439-24.0% |
| Admin fee / account holder | $1,302 | $16,852-92.3% | $13,880-90.6% | $10,885-88.0% |