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 | $205,703 | $110,261+86.6% | $95,745+114.8% | $139,434+47.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.69% | 27.11%-7.4pp | 28.35%-8.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,075 | $3,257-5.6% | $2,835+8.5% | $4,751-35.3% |
| Participant deferral / active EE | $8,460 | $4,676+80.9% | $4,245+99.3% | $6,710+26.1% |
| Admin fee / account holder | $1,978 | $6,613-70.1% | $5,678-65.2% | $11,403-82.7% |