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 | $107,012 | $107,334-0.3% | $92,893+15.2% | $152,861-30.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.49% | 145.58%-128.1pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $5,797 | $4,221+37.3% | $3,653+58.7% | $4,762+21.7% |
| Participant deferral / active EE | $6,918 | $4,845+42.8% | $4,236+63.3% | $5,850+18.3% |
| Admin fee / account holder | $543 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |