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 | $165,906 | $173,345-4.3% | $136,007+22.0% | $145,922+13.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.96% | 1163.32%-1142.4pp | 579.32%-558.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $34,291 | $8,699+294.2% | $7,025+388.1% | $6,688+412.7% |
| Admin fee / account holder | $19,913 | $9,954+100.0% | $6,858+190.4% | $13,397+48.6% |