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 | $125,776 | $209,411-39.9% | $178,490-29.5% | $158,922-20.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.70% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,628 | $5,706-71.5% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $16,083 | $5,954+170.1% | $5,202+209.2% | $5,982+168.9% |
| Admin fee / account holder | $944 | $17,074-94.5% | $13,984-93.3% | $11,246-91.6% |