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 | $117,051 | $106,515+9.9% | $96,683+21.1% | $139,434-16.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.81% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $11,000 | $4,103+168.1% | $3,737+194.4% | $4,751+131.5% |
| Participant deferral / active EE | $11,088 | $5,454+103.3% | $4,878+127.3% | $6,710+65.2% |
| Admin fee / account holder | $2,425 | $7,877-69.2% | $6,730-64.0% | $11,403-78.7% |