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 | $123,778 | $140,940-12.2% | $112,229+10.3% | $139,434-11.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.09% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,942 | $4,283+108.8% | $3,430+160.7% | $4,751+88.2% |
| Participant deferral / active EE | $16,166 | $5,874+175.2% | $4,798+236.9% | $6,710+140.9% |
| Admin fee / account holder | $1,179 | $9,954-88.2% | $7,748-84.8% | $11,403-89.7% |