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 | $145,110 | $109,327+32.7% | $89,391+62.3% | $158,922-8.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.09% | 345.68%-321.6pp | 245.62%-221.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $277 | $3,170-91.3% | $2,586-89.3% | $4,761-94.2% |
| Participant deferral / active EE | $5,286 | $4,598+14.9% | $3,890+35.9% | $5,982-11.6% |
| Admin fee / account holder | $23,240 | $6,153+277.7% | $4,881+376.1% | $11,246+106.7% |