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 4-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 | $129,188 | $108,919+18.6% | $100,391+28.7% | $145,922-11.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 57.88%-46.9pp | 49.20%-38.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $16,230 | $4,419+267.3% | $3,942+311.8% | $4,660+248.3% |
| Participant deferral / active EE | $16,064 | $8,445+90.2% | $8,082+98.8% | $6,688+140.2% |
| Admin fee / account holder | $1,573 | $9,689-83.8% | $7,899-80.1% | $13,397-88.3% |