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 | $246,253 | $109,982+123.9% | $97,226+153.3% | $145,922+68.8% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 27.18% | 242.90%-215.7pp | 75.13%-48.0pp | 561.29%-534.1pp |
| Employer contribution / active EE | $11,419 | $3,084+270.3% | $2,729+318.5% | $4,660+145.1% |
| Participant deferral / active EE | $10,432 | $4,676+123.1% | $4,264+144.7% | $6,688+56.0% |
| Admin fee / account holder | $3,417 | $6,221-45.1% | $5,654-39.6% | $13,397-74.5% |