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 | $248,926 | $226,064+10.1% | $182,532+36.4% | $152,861+62.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.76% | 192.51%-174.7pp | 148.54%-130.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,397 | $4,978-51.9% | $4,076-41.2% | $4,762-49.7% |
| Participant deferral / active EE | $19,949 | $6,368+213.3% | $5,524+261.1% | $5,850+241.0% |
| Admin fee / account holder | $96,566 | $10,703+802.2% | $8,592+1023.9% | $11,596+732.7% |