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 | $111,418 | $176,056-36.7% | $159,436-30.1% | $167,490-33.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.23% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $6,834 | $5,297+29.0% | $4,829+41.5% | $4,837+41.3% |
| Participant deferral / active EE | $10,639 | $7,750+37.3% | $7,352+44.7% | $6,341+67.8% |
| Admin fee / account holder | $12,287 | $12,554-2.1% | $10,799+13.8% | $12,309-0.2% |