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 | $106,411 | $102,966+3.3% | $90,281+17.9% | $152,861-30.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.90% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,488 | $3,139-52.6% | $2,854-47.9% | $4,762-68.8% |
| Participant deferral / active EE | $7,896 | $4,281+84.4% | $3,885+103.2% | $5,850+35.0% |
| Admin fee / account holder | $2,060 | $6,171-66.6% | $5,351-61.5% | $11,596-82.2% |