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 | $131,310 | $109,982+19.4% | $97,226+35.1% | $145,922-10.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.42% | 242.90%-219.5pp | 75.13%-51.7pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,215 | $3,084-28.2% | $2,729-18.8% | $4,660-52.5% |
| Participant deferral / active EE | $4,430 | $4,676-5.3% | $4,264+3.9% | $6,688-33.8% |
| Admin fee / account holder | $4,250 | $6,221-31.7% | $5,654-24.8% | $13,397-68.3% |