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 | $247,224 | $282,493-12.5% | $182,532+35.4% | - |
| Participation rate | 100.0% | 61.6%+38.4pp | 78.0%+22.0pp | - |
| Annual return | 21.84% | 11.66%+10.2pp | 148.54%-126.7pp | - |
| Employer contribution / active EE | $15,777 | $3,086+411.2% | $4,076+287.1% | - |
| Participant deferral / active EE | $7,687 | $2,811+173.5% | $5,524+39.2% | - |
| Admin fee / account holder | $2,800 | $13,338-79.0% | $8,592-67.4% | - |