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 | $121,098 | $159,602-24.1% | $150,045-19.3% | $142,382-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.48% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,617 | $4,961+33.4% | $4,693+41.0% | $4,299+53.9% |
| Participant deferral / active EE | $19,295 | $8,310+132.2% | $7,997+141.3% | $6,507+196.5% |
| Admin fee / account holder | $5,261 | $14,846-64.6% | $13,435-60.8% | $12,624-58.3% |