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 6-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 | $128,992 | $117,841+9.5% | $102,423+25.9% | $145,922-11.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.32% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,500 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $15,746 | $5,731+174.8% | $5,053+211.6% | $6,688+135.4% |
| Admin fee / account holder | $71,071 | $13,326+433.3% | $9,451+652.0% | $13,397+430.5% |