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 | $107,912 | $177,572-39.2% | $154,803-30.3% | $142,382-24.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.97% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,427 | $4,810-28.8% | $4,305-20.4% | $4,299-20.3% |
| Participant deferral / active EE | $15,882 | $6,272+153.2% | $5,540+186.7% | $6,507+144.1% |
| Admin fee / account holder | $1,318 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |