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 | $245,896 | $159,901+53.8% | $146,958+67.3% | $145,922+68.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,449 | $5,286+22.0% | $4,933+30.7% | $4,660+38.4% |
| Participant deferral / active EE | $4,836 | $8,428-42.6% | $8,070-40.1% | $6,688-27.7% |
| Admin fee / account holder | $12,332 | $15,044-18.0% | $12,998-5.1% | $13,397-8.0% |