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 | $220,687 | $176,056+25.4% | $159,436+38.4% | $167,490+31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.93% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,544 | $5,297-52.0% | $4,829-47.3% | $4,837-47.4% |
| Participant deferral / active EE | $6,864 | $7,750-11.4% | $7,352-6.6% | $6,341+8.2% |
| Admin fee / account holder | $1,246 | $12,554-90.1% | $10,799-88.5% | $12,309-89.9% |