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 | $114,066 | $101,069+12.9% | $81,478+40.0% | $147,584-22.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.57% | 32.40%-18.8pp | 38.78%-25.2pp | 578.55%-565.0pp |
| Employer contribution / active EE | $11,216 | $3,205+249.9% | $2,568+336.8% | $4,876+130.0% |
| Participant deferral / active EE | $6,281 | $4,242+48.1% | $3,537+77.6% | $5,439+15.5% |
| Admin fee / account holder | $13,051 | $5,812+124.6% | $4,561+186.1% | $10,885+19.9% |