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 | $96,063 | $183,963-47.8% | $162,163-40.8% | $152,861-37.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.19% | 150.76%-121.6pp | 115.59%-86.4pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,348 | $6,371-63.2% | $5,614-58.2% | $4,762-50.7% |
| Participant deferral / active EE | $5,115 | $8,034-36.3% | $7,298-29.9% | $5,850-12.6% |
| Admin fee / account holder | $7,775 | $13,121-40.7% | $10,843-28.3% | $11,596-33.0% |