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 | $132,884 | $77,419+71.6% | $69,455+91.3% | $152,861-13.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.65% | 39.06%-18.4pp | 28.97%-8.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $6,233 | $3,315+88.0% | $2,779+124.3% | $4,762+30.9% |
| Participant deferral / active EE | $9,328 | $4,414+111.3% | $3,535+163.8% | $5,850+59.4% |
| Admin fee / account holder | $2,873 | $6,207-53.7% | $3,839-25.2% | $11,596-75.2% |