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 | $204,171 | $107,334+90.2% | $92,893+119.8% | $152,861+33.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 21.02% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,882 | $4,221-31.7% | $3,653-21.1% | $4,762-39.5% |
| Participant deferral / active EE | $7,924 | $4,845+63.6% | $4,236+87.1% | $5,850+35.5% |
| Admin fee / account holder | $40,605 | $7,079+473.6% | $5,794+600.8% | $11,596+250.2% |