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 | $145,521 | $162,781-10.6% | $133,956+8.6% | $158,922-8.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 15.60% | 41.94%-26.3pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $8,199 | $4,975+64.8% | $3,919+109.2% | $4,761+72.2% |
| Participant deferral / active EE | $12,923 | $5,911+118.6% | $5,048+156.0% | $5,982+116.0% |
| Admin fee / account holder | $10,158 | $11,736-13.4% | $8,927+13.8% | $11,246-9.7% |