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 | $149,321 | $214,378-30.3% | $200,582-25.6% | $142,382+4.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.66% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,955 | $6,841+16.3% | $6,419+23.9% | $4,299+85.0% |
| Participant deferral / active EE | $5,283 | $9,865-46.4% | $9,331-43.4% | $6,507-18.8% |
| Admin fee / account holder | $7,382 | $17,692-58.3% | $16,305-54.7% | $12,624-41.5% |