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 | $133,062 | $157,256-15.4% | $141,162-5.7% | $152,861-13.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.80% | 64.32%-34.5pp | 71.39%-41.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,926 | $5,261-44.4% | $4,735-38.2% | $4,762-38.6% |
| Participant deferral / active EE | $7,716 | $7,109+8.5% | $6,709+15.0% | $5,850+31.9% |
| Admin fee / account holder | $33,832 | $12,120+179.1% | $10,261+229.7% | $11,596+191.7% |