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 | $123,720 | $168,632-26.6% | $147,614-16.2% | $125,391-1.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.20% | 77.65%-75.4pp | 61.98%-59.8pp | 282.22%-280.0pp |
| Employer contribution / active EE | $4,988 | $6,252-20.2% | $5,564-10.4% | $4,866+2.5% |
| Participant deferral / active EE | $7,985 | $5,507+45.0% | $4,895+63.1% | $5,352+49.2% |
| Admin fee / account holder | $595 | $13,580-95.6% | $11,611-94.9% | $9,540-93.8% |