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 9-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 | $148,260 | $105,126+41.0% | $94,646+56.6% | $139,434+6.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 38.03%-25.4pp | 156.71%-144.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,992 | $4,106-51.5% | $3,672-45.7% | $4,751-58.1% |
| Participant deferral / active EE | $16,290 | $7,599+114.4% | $7,418+119.6% | $6,710+142.8% |
| Admin fee / account holder | $2,211 | $8,984-75.4% | $7,231-69.4% | $11,403-80.6% |