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 | $181,269 | $197,591-8.3% | $177,821+1.9% | $158,922+14.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.73% | 58.76%-51.0pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $6,775 | $6,697+1.2% | $5,918+14.5% | $4,761+42.3% |
| Participant deferral / active EE | $3,757 | $8,405-55.3% | $7,714-51.3% | $5,982-37.2% |
| Admin fee / account holder | $112,240 | $15,399+628.9% | $12,427+803.2% | $11,246+898.1% |