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 | $146,084 | $183,519-20.4% | $155,509-6.1% | $145,922+0.1% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 9.47% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $9,769 | $5,313+83.9% | $4,672+109.1% | $4,660+109.6% |
| Participant deferral / active EE | $5,650 | $6,462-12.6% | $5,626+0.4% | $6,688-15.5% |
| Admin fee / account holder | $98,982 | $19,313+412.5% | $15,912+522.1% | $13,397+638.8% |