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 | $125,340 | $165,335-24.2% | $149,696-16.3% | $158,922-21.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.50% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,335 | $5,103-73.8% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $3,009 | $7,181-58.1% | $6,842-56.0% | $5,982-49.7% |
| Admin fee / account holder | $11,995 | $10,807+11.0% | $9,309+28.9% | $11,246+6.7% |