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 | $146,505 | $111,754+31.1% | $103,333+41.8% | $145,922+0.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.16% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,369 | $4,212-20.0% | $3,868-12.9% | $4,660-27.7% |
| Participant deferral / active EE | $11,231 | $5,619+99.9% | $5,057+122.1% | $6,688+67.9% |
| Admin fee / account holder | $32,304 | $9,750+231.3% | $8,355+286.7% | $13,397+141.1% |