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 5-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 | $177,709 | $159,602+11.3% | $150,045+18.4% | $142,382+24.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.93% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,030 | $4,961+61.9% | $4,693+71.1% | $4,299+86.8% |
| Participant deferral / active EE | $10,810 | $8,310+30.1% | $7,997+35.2% | $6,507+66.1% |
| Admin fee / account holder | $36,273 | $14,846+144.3% | $13,435+170.0% | $12,624+187.3% |