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 | $196,530 | $238,490-17.6% | $180,183+9.1% | $142,382+38.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.63% | 33.56%-18.9pp | 27.86%-13.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,158 | $6,143+16.5% | $5,039+42.1% | $4,299+66.5% |
| Participant deferral / active EE | $13,050 | $7,996+63.2% | $6,822+91.3% | $6,507+100.5% |
| Admin fee / account holder | $11,781 | $28,866-59.2% | $19,975-41.0% | $12,624-6.7% |