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 | $170,994 | $198,466-13.8% | $170,442+0.3% | $147,584+15.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.14% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,347 | $6,184-29.7% | $5,433-20.0% | $4,876-10.9% |
| Participant deferral / active EE | $5,049 | $5,629-10.3% | $4,939+2.2% | $5,439-7.2% |
| Admin fee / account holder | $13,013 | $16,852-22.8% | $13,880-6.3% | $10,885+19.5% |