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 | $110,430 | $217,402-49.2% | $185,823-40.6% | $167,490-34.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.64% | 148.36%-128.7pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $7,777 | $5,873+32.4% | $5,167+50.5% | $4,837+60.8% |
| Participant deferral / active EE | $18,025 | $6,356+183.6% | $5,568+223.7% | $6,341+184.2% |
| Admin fee / account holder | $82,907 | $19,811+318.5% | $16,237+410.6% | $12,309+573.5% |