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 | $134,934 | $165,335-18.4% | $149,696-9.9% | $158,922-15.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.84% | 348.15%-309.3pp | 276.60%-237.8pp | 302.83%-264.0pp |
| Employer contribution / active EE | $9,883 | $5,103+93.7% | $4,644+112.8% | $4,761+107.6% |
| Participant deferral / active EE | $8,567 | $7,181+19.3% | $6,842+25.2% | $5,982+43.2% |
| Admin fee / account holder | $625 | $10,807-94.2% | $9,309-93.3% | $11,246-94.4% |