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 9-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 | $124,943 | $111,724+11.8% | $93,606+33.5% | $145,922-14.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.52% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $10,212 | $3,090+230.5% | $2,420+322.0% | $4,660+119.1% |
| Participant deferral / active EE | $8,147 | $4,912+65.9% | $4,411+84.7% | $6,688+21.8% |
| Admin fee / account holder | $483 | $10,250-95.3% | $8,285-94.2% | $13,397-96.4% |