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 | $106,673 | $106,515+0.1% | $96,683+10.3% | $139,434-23.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.11% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $10,336 | $4,103+151.9% | $3,737+176.6% | $4,751+117.6% |
| Participant deferral / active EE | $6,600 | $5,454+21.0% | $4,878+35.3% | $6,710-1.6% |
| Admin fee / account holder | $1,339 | $7,877-83.0% | $6,730-80.1% | $11,403-88.3% |