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 | $192,567 | $165,335+16.5% | $149,696+28.6% | $158,922+21.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.27% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $12,586 | $5,103+146.6% | $4,644+171.0% | $4,761+164.3% |
| Participant deferral / active EE | $9,704 | $7,181+35.1% | $6,842+41.8% | $5,982+62.2% |
| Admin fee / account holder | $787 | $10,807-92.7% | $9,309-91.6% | $11,246-93.0% |