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 | $114,866 | $177,572-35.3% | $154,803-25.8% | $142,382-19.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.65% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,945 | $4,810+2.8% | $4,305+14.9% | $4,299+15.0% |
| Participant deferral / active EE | $3,849 | $6,272-38.6% | $5,540-30.5% | $6,507-40.8% |
| Admin fee / account holder | $372 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |