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 | $129,471 | $115,770+11.8% | $101,248+27.9% | $158,922-18.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.98% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,702 | $4,175-59.2% | $3,660-53.5% | $4,761-64.2% |
| Participant deferral / active EE | $2,957 | $4,957-40.3% | $4,370-32.3% | $5,982-50.6% |
| Admin fee / account holder | $2,673 | $7,245-63.1% | $5,945-55.0% | $11,246-76.2% |