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 | $154,729 | $217,402-28.8% | $185,823-16.7% | $167,490-7.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.05% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $3,107 | $5,873-47.1% | $5,167-39.9% | $4,837-35.8% |
| Participant deferral / active EE | $10,694 | $6,356+68.2% | $5,568+92.1% | $6,341+68.6% |
| Admin fee / account holder | $10,278 | $19,811-48.1% | $16,237-36.7% | $12,309-16.5% |