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 | $128,571 | $105,931+21.4% | $81,930+56.9% | $158,922-19.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.41% | 38.17%-18.8pp | 29.49%-10.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $6,384 | $7,800-18.2% | $4,310+48.1% | $4,761+34.1% |
| Participant deferral / active EE | $4,746 | $13,003-63.5% | $7,107-33.2% | $5,982-20.7% |
| Admin fee / account holder | $16,528 | $8,489+94.7% | $5,158+220.4% | $11,246+47.0% |