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 7-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 | $115,058 | $159,901-28.0% | $146,958-21.7% | $145,922-21.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $9,194 | $5,286+73.9% | $4,933+86.4% | $4,660+97.3% |
| Participant deferral / active EE | $15,789 | $8,428+87.3% | $8,070+95.7% | $6,688+136.1% |
| Admin fee / account holder | $6,796 | $15,044-54.8% | $12,998-47.7% | $13,397-49.3% |