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 | $153,416 | $112,881+35.9% | $90,951+68.7% | $158,922-3.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.34% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $13,253 | $2,893+358.1% | $2,122+524.6% | $4,761+178.4% |
| Participant deferral / active EE | $10,077 | $4,128+144.1% | $3,373+198.8% | $5,982+68.4% |
| Admin fee / account holder | $2,473 | $8,041-69.2% | $5,959-58.5% | $11,246-78.0% |