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 | $149,667 | $133,922+11.8% | $116,228+28.8% | $142,382+5.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.66% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,696 | $3,446+7.3% | $2,994+23.4% | $4,299-14.0% |
| Participant deferral / active EE | $8,369 | $5,672+47.5% | $4,953+69.0% | $6,507+28.6% |
| Admin fee / account holder | $2,743 | $14,945-81.6% | $11,989-77.1% | $12,624-78.3% |