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 | $76,262 | $177,572-57.1% | $154,803-50.7% | $142,382-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.82% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,167 | $4,810-13.4% | $4,305-3.2% | $4,299-3.1% |
| Participant deferral / active EE | $8,928 | $6,272+42.4% | $5,540+61.1% | $6,507+37.2% |
| Admin fee / account holder | $35,946 | $16,786+114.1% | $14,329+150.9% | $12,624+184.7% |