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 | $218,807 | $176,056+24.3% | $159,436+37.2% | $167,490+30.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.86% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $5,599 | $5,297+5.7% | $4,829+15.9% | $4,837+15.7% |
| Participant deferral / active EE | $14,178 | $7,750+82.9% | $7,352+92.8% | $6,341+123.6% |
| Admin fee / account holder | $8,892 | $12,554-29.2% | $10,799-17.7% | $12,309-27.8% |