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 | $137,576 | $121,625+13.1% | $104,607+31.5% | $158,922-13.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.35% | 465.26%-451.9pp | 340.46%-327.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,225 | $3,163-29.7% | $2,681-17.0% | $4,761-53.3% |
| Participant deferral / active EE | $2,883 | $4,177-31.0% | $3,740-22.9% | $5,982-51.8% |
| Admin fee / account holder | $1,494 | $7,787-80.8% | $6,473-76.9% | $11,246-86.7% |