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 | $125,086 | $176,662-29.2% | $130,648-4.3% | $152,861-18.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.29% | 2692.24%-2671.0pp | 1708.96%-1687.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,261 | $5,742-60.6% | $4,092-44.7% | $4,762-52.5% |
| Participant deferral / active EE | $3,150 | $4,361-27.8% | $3,603-12.6% | $5,850-46.2% |
| Admin fee / account holder | $1,998 | $7,133-72.0% | $5,464-63.4% | $11,596-82.8% |