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 | $129,163 | $118,849+8.7% | $96,562+33.8% | $167,490-22.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.96% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,127 | $3,120+0.2% | $2,356+32.7% | $4,837-35.4% |
| Participant deferral / active EE | $4,937 | $4,616+7.0% | $3,849+28.3% | $6,341-22.1% |
| Admin fee / account holder | $2,506 | $8,065-68.9% | $6,181-59.5% | $12,309-79.6% |