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 | $142,849 | $144,119-0.9% | $117,854+21.2% | $147,584-3.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.56% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $7,243 | $4,896+47.9% | $3,786+91.3% | $4,876+48.5% |
| Participant deferral / active EE | $7,133 | $5,316+34.2% | $4,482+59.1% | $5,439+31.1% |
| Admin fee / account holder | $1,469 | $10,886-86.5% | $8,020-81.7% | $10,885-86.5% |