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 | $113,656 | $183,519-38.1% | $155,509-26.9% | $145,922-22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $9,237 | $5,313+73.9% | $4,672+97.7% | $4,660+98.2% |
| Participant deferral / active EE | $5,524 | $6,462-14.5% | $5,626-1.8% | $6,688-17.4% |
| Admin fee / account holder | $527 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |