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 | $158,206 | $217,402-27.2% | $185,823-14.9% | $167,490-5.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.44% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,573 | $5,873-22.1% | $5,167-11.5% | $4,837-5.5% |
| Participant deferral / active EE | $15,238 | $6,356+139.7% | $5,568+173.7% | $6,341+140.3% |
| Admin fee / account holder | $1,743 | $19,811-91.2% | $16,237-89.3% | $12,309-85.8% |