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 | $102,635 | $177,572-42.2% | $154,803-33.7% | $142,382-27.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.75% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,666 | $4,810-44.6% | $4,305-38.1% | $4,299-38.0% |
| Participant deferral / active EE | $12,016 | $6,272+91.6% | $5,540+116.9% | $6,507+84.7% |
| Admin fee / account holder | $18,879 | $16,786+12.5% | $14,329+31.8% | $12,624+49.6% |