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 | $133,863 | $175,202-23.6% | $149,673-10.6% | $139,434-4.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.62% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $12,116 | $5,474+121.3% | $4,818+151.5% | $4,751+155.0% |
| Participant deferral / active EE | $3,916 | $6,519-39.9% | $5,680-31.0% | $6,710-41.6% |
| Admin fee / account holder | $18,668 | $16,150+15.6% | $13,210+41.3% | $11,403+63.7% |