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 | $184,422 | $159,901+15.3% | $146,958+25.5% | $145,922+26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.78% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,243 | $5,286-38.7% | $4,933-34.3% | $4,660-30.4% |
| Participant deferral / active EE | $3,959 | $8,428-53.0% | $8,070-50.9% | $6,688-40.8% |
| Admin fee / account holder | $639 | $15,044-95.8% | $12,998-95.1% | $13,397-95.2% |