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 | $132,670 | $112,096+18.4% | $95,952+38.3% | $158,922-16.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.66% | 171.09%-156.4pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,486 | $3,198-22.3% | $2,541-2.2% | $4,761-47.8% |
| Participant deferral / active EE | $11,382 | $4,784+137.9% | $4,167+173.2% | $5,982+90.3% |
| Admin fee / account holder | $6,950 | $10,130-31.4% | $6,795+2.3% | $11,246-38.2% |