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 | $201,818 | $179,726+12.3% | $156,263+29.2% | $142,382+41.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.58% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,696 | $5,069+12.4% | $4,333+31.5% | $4,299+32.5% |
| Participant deferral / active EE | $13,373 | $6,956+92.2% | $6,158+117.1% | $6,507+105.5% |
| Admin fee / account holder | $10,230 | $17,272-40.8% | $14,255-28.2% | $12,624-19.0% |