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 | $150,108 | $114,237+31.4% | $119,258+25.9% | $167,490-10.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.71% | 29.87%-10.2pp | 30.69%-11.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $8,683 | $4,481+93.8% | $4,384+98.0% | $4,837+79.5% |
| Participant deferral / active EE | $6,722 | $6,084+10.5% | $6,111+10.0% | $6,341+6.0% |
| Admin fee / account holder | $1,326 | $8,932-85.2% | $7,226-81.7% | $12,309-89.2% |