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 | $103,005 | $124,185-17.1% | $108,410-5.0% | $167,490-38.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.72% | 1379.64%-1367.9pp | 905.27%-893.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,609 | $4,187-61.6% | $3,558-54.8% | $4,837-66.7% |
| Participant deferral / active EE | $7,346 | $6,908+6.3% | $6,563+11.9% | $6,341+15.8% |
| Admin fee / account holder | $1,463 | $9,455-84.5% | $7,295-79.9% | $12,309-88.1% |