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 | $243,183 | $111,754+117.6% | $103,333+135.3% | $145,922+66.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 24.77%-6.5pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,726 | $4,212-35.3% | $3,868-29.5% | $4,660-41.5% |
| Participant deferral / active EE | $7,908 | $5,619+40.7% | $5,057+56.4% | $6,688+18.2% |
| Admin fee / account holder | $6,578 | $9,750-32.5% | $8,355-21.3% | $13,397-50.9% |