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 | $151,388 | $159,901-5.3% | $146,958+3.0% | $145,922+3.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 16.56% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,326 | $5,286-18.2% | $4,933-12.3% | $4,660-7.2% |
| Participant deferral / active EE | $9,226 | $8,428+9.5% | $8,070+14.3% | $6,688+38.0% |
| Admin fee / account holder | $11,863 | $15,044-21.1% | $12,998-8.7% | $13,397-11.4% |