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 | $173,255 | $183,519-5.6% | $155,509+11.4% | $145,922+18.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $15,044 | $5,313+183.2% | $4,672+222.0% | $4,660+222.9% |
| Participant deferral / active EE | $7,937 | $6,462+22.8% | $5,626+41.1% | $6,688+18.7% |
| Admin fee / account holder | $999 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |