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 | $222,196 | $176,812+25.7% | $146,665+51.5% | $167,490+32.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 24.03%-10.6pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $5,848 | $5,160+13.3% | $4,136+41.4% | $4,837+20.9% |
| Participant deferral / active EE | $12,903 | $6,440+100.4% | $5,506+134.3% | $6,341+103.5% |
| Admin fee / account holder | $1,248 | $13,259-90.6% | $10,280-87.9% | $12,309-89.9% |