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 | $149,063 | $106,515+39.9% | $96,683+54.2% | $139,434+6.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.27% | 38.43%-24.2pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,159 | $4,103+1.4% | $3,737+11.3% | $4,751-12.5% |
| Participant deferral / active EE | $5,283 | $5,454-3.1% | $4,878+8.3% | $6,710-21.3% |
| Admin fee / account holder | $461 | $7,877-94.1% | $6,730-93.1% | $11,403-96.0% |