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 | $151,258 | $107,015+41.3% | $73,545+105.7% | $147,584+2.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.30% | 38.25%-23.0pp | -15.16%+30.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,724 | $1,760+111.6% | $1,219+205.5% | $4,876-23.6% |
| Participant deferral / active EE | $7,836 | $2,462+218.3% | $1,806+333.9% | $5,439+44.1% |
| Admin fee / account holder | $512 | $3,055-83.2% | $2,320-77.9% | $10,885-95.3% |