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 | $133,513 | $209,411-36.2% | $178,490-25.2% | $158,922-16.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.00% | 188.75%-166.7pp | 151.07%-129.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $15,056 | $5,706+163.8% | $5,011+200.5% | $4,761+216.2% |
| Participant deferral / active EE | $13,675 | $5,954+129.7% | $5,202+162.9% | $5,982+128.6% |
| Admin fee / account holder | $304 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |