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 | $142,146 | $185,822-23.5% | $169,993-16.4% | $139,434+1.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.75% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $5,576 | $7,590-26.5% | $6,785-17.8% | $4,751+17.4% |
| Participant deferral / active EE | $10,547 | $11,622-9.2% | $10,408+1.3% | $6,710+57.2% |
| Admin fee / account holder | $4,806 | $15,381-68.8% | $12,815-62.5% | $11,403-57.9% |