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 | $165,138 | $102,966+60.4% | $90,281+82.9% | $152,861+8.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.29% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,639 | $3,139-15.9% | $2,854-7.5% | $4,762-44.6% |
| Participant deferral / active EE | $16,667 | $4,281+289.3% | $3,885+329.0% | $5,850+184.9% |
| Admin fee / account holder | $2,509 | $6,171-59.3% | $5,351-53.1% | $11,596-78.4% |