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 | $108,261 | $108,172+0.1% | $77,482+39.7% | $158,922-31.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 10.23% | 31.67%-21.4pp | 54.79%-44.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,141 | $1,325+212.5% | $986+319.8% | $4,761-13.0% |
| Participant deferral / active EE | $4,495 | $2,456+83.0% | $1,861+141.5% | $5,982-24.9% |
| Admin fee / account holder | $1,312 | $3,708-64.6% | $2,858-54.1% | $11,246-88.3% |