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 | $105,402 | $197,825-46.7% | $155,790-32.3% | $125,391-15.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.10% | 86.74%-83.6pp | 71.54%-68.4pp | 282.22%-279.1pp |
| Employer contribution / active EE | $3,913 | $4,847-19.3% | $3,836+2.0% | $4,866-19.6% |
| Participant deferral / active EE | $6,293 | $5,630+11.8% | $4,797+31.2% | $5,352+17.6% |
| Admin fee / account holder | $4,742 | $9,545-50.3% | $7,478-36.6% | $9,540-50.3% |