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 | $114,272 | $99,918+14.4% | $81,382+40.4% | $145,922-21.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,109 | $2,978+138.8% | $2,463+188.7% | $4,660+52.6% |
| Participant deferral / active EE | $3,578 | $4,605-22.3% | $3,883-7.9% | $6,688-46.5% |
| Admin fee / account holder | $921 | $8,212-88.8% | $5,768-84.0% | $13,397-93.1% |