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 | $160,574 | $125,758+27.7% | $169,993-5.5% | $75,163+113.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,213 | $4,615+13.0% | $6,785-23.2% | $2,670+95.2% |
| Participant deferral / active EE | $6,732 | $6,837-1.5% | $10,408-35.3% | $4,125+63.2% |
| Admin fee / account holder | $9,661 | $8,173+18.2% | $12,815-24.6% | $5,651+71.0% |