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 | $161,377 | $183,963-12.3% | $162,163-0.5% | $152,861+5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.88% | 150.76%-121.9pp | 115.59%-86.7pp | 345.32%-316.4pp |
| Employer contribution / active EE | $6,880 | $6,371+8.0% | $5,614+22.5% | $4,762+44.5% |
| Participant deferral / active EE | $9,500 | $8,034+18.2% | $7,298+30.2% | $5,850+62.4% |
| Admin fee / account holder | $456 | $13,121-96.5% | $10,843-95.8% | $11,596-96.1% |