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 | $161,968 | $117,983+37.3% | $101,794+59.1% | $142,382+13.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.25% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $16,180 | $2,773+483.5% | $2,289+606.9% | $4,299+276.3% |
| Participant deferral / active EE | $6,591 | $4,714+39.8% | $4,084+61.4% | $6,507+1.3% |
| Admin fee / account holder | $22,207 | $10,433+112.8% | $8,777+153.0% | $12,624+75.9% |