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 | $111,549 | $227,553-51.0% | $189,557-41.2% | $167,490-33.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.20% | 78.40%-67.2pp | 64.17%-53.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $6,378 | $5,316+20.0% | $4,412+44.5% | $4,837+31.8% |
| Participant deferral / active EE | $10,970 | $7,002+56.7% | $6,174+77.7% | $6,341+73.0% |
| Admin fee / account holder | $567 | $11,878-95.2% | $9,807-94.2% | $12,309-95.4% |