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 | $186,338 | $157,256+18.5% | $141,162+32.0% | $152,861+21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.33% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,463 | $5,261-53.2% | $4,735-48.0% | $4,762-48.3% |
| Participant deferral / active EE | $11,070 | $7,109+55.7% | $6,709+65.0% | $5,850+89.2% |
| Admin fee / account holder | $6,864 | $12,120-43.4% | $10,261-33.1% | $11,596-40.8% |