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 7-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 | $147,616 | $105,181+40.3% | $159,436-7.4% | $85,850+71.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.17% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,315 | $3,318-0.1% | $4,829-31.4% | $2,565+29.2% |
| Participant deferral / active EE | $5,605 | $5,945-5.7% | $7,352-23.8% | $3,952+41.8% |
| Admin fee / account holder | $2,421 | $6,933-65.1% | $10,799-77.6% | $6,260-61.3% |