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 | $118,222 | $183,963-35.7% | $162,163-27.1% | $152,861-22.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.76% | 150.76%-122.0pp | 115.59%-86.8pp | 345.32%-316.6pp |
| Employer contribution / active EE | $6,549 | $6,371+2.8% | $5,614+16.7% | $4,762+37.5% |
| Participant deferral / active EE | $5,692 | $8,034-29.2% | $7,298-22.0% | $5,850-2.7% |
| Admin fee / account holder | $451 | $13,121-96.6% | $10,843-95.8% | $11,596-96.1% |